Skyler Monroe tracks the fast-moving world of datacenter fabric and AI high-speed interconnect — Ultra Ethernet, UALink, co-packaged optics, new silicon, research, and the companies racing to connect the AI datacenter. en-us https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/rss.xml Mon, 19 Oct 2026 11:34:46 +0000 Line Rate Skyler Monroe tracks the fast-moving world of datacenter fabric and AI high-speed interconnect — Ultra Ethernet, UALink, co-packaged optics, new silicon, research, and the companies racing to connect the AI datacenter. false Line Rate line-rate@ago.consulting ## Episode Summary In this episode, we cover: - **Nokia Tests Ultra Ethernet for AI Data Centre Networks - Data Centre Magazine** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxQY1cxRUlhTlh5dDBTSjd3NjYwQV85dXlVM1V4RTRGeElzUVYwVnh1LWZzWS04MWQwdmJid0NGOTNHaG9DMldLNDJvakp4blU5S0hSMFlwT3M3bG12c21rVkE3dXpuTFdMLWZHOEl0bWt2ZWhyOU8wQW05NUNnTlZ6VFB3WlFwdXlreFFQU2tXTUhLd2tu?oc=5) - **Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too** (The Next Platform) - [Read more](https://www.nextplatform.com/connect/2025/11/04/arista-modular-switches-revolutionize-ai-network-scalability/1653165) - **Celestial AI Secures $250 Million Funding to Revolutionize AI Infrastructure with Its Photonic Fabric™ - Business Wire** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMi8gFBVV95cUxNLTFXMk1reGJ3cVcxYVFCMG9zRVR3aUMySW9takpzRVRfYkFLVnRNakdVYXlwam5Ubkp2WDRCWHhyU1hZRVZMQ1Bac2JqblVBX2RBZHVlV0RyNG9JbGlmeUhzdElCeVlyTVhqdVFkZ1QzQkpqUTd5dmxGd2c3YmthSmJGYVUzZm1rUHdOOV9jZFFZX1l2YkNRZGRlMGtyblEyWHhnd3YzaFlJWk9BQTJQZmJrYnBTUzBZX3ZtUGZndG5XTlRlUHNMRWpJckc5aHJfdER2UXk1UmpQRnVJZEhTRXNqLXpjbjJ0WjdMT0xJQkJtZw?oc=5) - **HPE Sees No Customer Pushback On Rising Datacenter Equipment Costs** (The Next Platform) - [Read more](https://www.nextplatform.com/compute/2026/09/08/hpe-sees-no-customer-pushback-on-rising-datacenter-equipment-costs/5295102) - **Photonic Fabric™ Technology - Marvell Technology** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiakFVX3lxTE9DLW9uVDdhOTBGek9JSTFwTDYtYXI4bXdTMXFIaEQ2bnU3WlVxTkdIemhkemVia2t0ZHlkTnk3a0lMbjJUaWUtUk5PNUdsSDVFZHFGTXVmcDVwOGxKXzFBUzkzcjYzOEdqX3c?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-19/output-44k-with-ad-with-music.mp3 Mon, 19 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **7 AI Infrastructure Stocks Beyond the Chips - The Motley Fool** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxPNlgyYk0wd2E3UG1hN3kydjFPTkRTd2hJaXFvb0tXS280WWpkLUNPVUxQMkx3dlU1bUVVclNjYVpGNDVKYVpSRTFvbXlZUkRva2FWSl9Rb3ktc2tjWkFUSndKUG1oY25leU9VLUgtMU1uVEw1azVpbjc5MDFnS2t5azNvOGZ1Zm1ia1VBMmJ5bw?oc=5) - **Arista Networks Is Morphing From a Data Center Networking Vendor Into an AI Networking Powerhouse - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBGd1BpVjNMTXdGbU80S2c4YWdzM2Zva2loeGlDdi1QTG5OSl9TN1JVel9JNVpSeWcwNmNzV1k3V3dKUjQwc3RZQUIxWEdBODdTa3VVM3YzbEMzcU9JQnZfLUlyRG9EZGFrbXc3a3hfb016MVJQbUpTdmJHZV9UYnc?oc=5) - **Jim Cramer Says Skip Poet and Buy These 2 Proven Photonics Stocks for AI Data Centers in August - 24/7 Wall St.** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi1gFBVV95cUxNRk5pWXpMMlVEb29JNkFWaHhQT256NlpJZTJKdHdVbVhOSHRzcGgzbmw2YXNyV2dWQzJxc2M0VzE4aXlmdzluY2xibENTTWJLRDdXN01jejFHZzlZUWxwenI5MkFUOGNFY1VsVjhLV3d5ZEJObVVtU1FCOTJ1U3M2SGRlSXBKWDQwWG9pcVVRcFJlWkozSzBfQ19XcEJZYjZvb29WbmJRTjhPWDZhVVZlUnJDMDFTWklzZ2U4bG1sU0xHX0tpemlOTURudzU2VGNqYkFESkpn?oc=5) - **The GenAI Boom Accelerates And Transforms Ethernet Switching** (The Next Platform) - [Read more](https://www.nextplatform.com/connect/2026/09/20/the-genai-boom-accelerates-and-transforms-ethernet-switching/5297603) - **Marvell Expands SiGe Capacity With GlobalFoundries for AI Data Center Optics - Konsulteer** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxPVXhYb2d5cGhFWFg1SjMtNDc2N3A0TVlVTzRPN0FFRWlyYlQzbnVpTHNjMXJ2eWt4bzhpVWJUOS1yR3ktZVdYUl9hUEJJT1NRTnlaOGt2YU5ySF9JWFI2MVlXU2RXTWpCTFd2Q0doLVZLTjNSOENKdGFXV1pZa2xsN3FzSDVMSlUwTUdCUHhmdk9QQTlTTDZ4Ynd5VjJUZFA3SS03STFKRDRsSDl5X3REQw?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-18/output-44k-with-ad-with-music.mp3 Sun, 18 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Why Ethernet Matters for AI Networking - Nokia** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5JMzdfV2gzbTdiZzVFWm1RSmRIdWlRNTNTRzRjZUJ5UjJWVmpVRTdoWDZSWVNkNTZDTElQMHNMYUlNeThEU1JQOF9pWmdoU0ctbXBadDh1NE5hak53OHoyb05PcWIyNmR3d3VEd2Z2bFpZSFZm?oc=5) - **Optical switching startup Salience Labs raises $125m with AMD and Intel participating in round** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/optical-switching-startup-salience-labs-raises-125m-with-amd-and-intel-participating-in-round/) - **UK council launches heat network feasibility study for proposed data centers near Didcot Power Station in Oxfordshire** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/uk-council-launches-heat-network-feasibility-study-for-proposed-data-centers-near-didcot-power-station-in-oxfordshire/) - **What Is Ultra Ethernet, And Who Is It For? - SlashGear** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxQNndDcEp6dEZ1cnlodm1DMUdTTmlGUExxT2VuY3JCRTF5Qld5OF9tMnRON3FKR25VUVh4d2tBZ3JtWTJkY256ajdFZGJEMEc4cC1tdGpGSmFSWkc4N1ptTVZLVENhN3ZIbzBkNU5rNFI5eFgwYUV4Y21Ndnk3QWQta0dLRnc?oc=5) - **Nscale's Glomfjord data center delayed, site suffers leaks in cooling system and a fire** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/nscales-glomfjord-data-center-delayed-site-suffers-leaks-in-cooling-system-and-a-fire/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-17/output-44k-with-ad-with-music.mp3 Sat, 17 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **The Aspirations Of HPE And Dell In The Quantum-Classical HPC Datacenter** (The Next Platform) - [Read more](https://www.nextplatform.com/compute/2026/07/13/the-aspirations-of-hpe-and-dell-in-the-quantum-classical-hpc-datacenter/5270664) - **Everspin demos CXL-connected MRAM memory expansion** (Blocks & Files) - [Read more](https://www.blocksandfiles.com/architecture/2026/10/01/everspin-demos-cxl-connected-mram-memory-expansion/5300563) - **The Battle to Scale Up the AI Data Center - EE Times** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5RU0ZxS0FFel9HY2I0akwzU1NneGtTWF9LbkFQX3hDOXNmdVcwQzNwQkNGS3RSU3BTcVFHZktnd1ZpRWlmcFMxRWZLM280eG53Z01hTGd6cTdzc0dRMHNOcEgwNElrS0NmU2tQcWpGXzJBQ1Ns?oc=5) - **Co-packaged Optics: Powering the Next Wave of AI Data Center Innovation - Marvell Technology** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxOWnFDdTFTcllKTzU3MFZmN0taa1V3RVdJZDhUejI0endOWnNENjBCR2tnT3JuR08zeDBBamNZOU83VjcwRDN5YUs3T1ZBU1JYV3pCaFhBa2l1bFg4Wmo4YlRINFpiZW5LUld6aXJ2N0NmRC15MjlWMmRiRGtaYThydlYxN01fNU10bnI4?oc=5) - **ECOC 2025: Coherent's Progress in Optics, Modules and CPO - Simple Tech and Trend** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFBoVWRYaldaNmNZUjlrQkNBMThKVnN0R3UwQXlGMW8wdzZ2UGVRcUEzelc4UHhobnlaOVRNX2EtTFpPOHlMWV9Ec2djUEhPOVBxRWUxeEFLc2ZDaVIwb29HdjcyamV3SUxlNS1nZWNWZUpGQWgtZUpfbHln?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-16/output-44k-with-ad-with-music.mp3 Fri, 16 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Leading Optical Connectivity Solutions Providers form New Organization to Support Optical Interconnects for AI Data Center Applications - Business Wire** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxQRVU2eTVoVEgtZVB2QU5qMnA5VDZlSVJOTFg3NGtpcFh6QTVIMnVsWlNfbE1HYi1mby1WWEc2d2lNU2ZtVnVWRDh6TEtZNjh4YWtqUEdZbDVEWHJSaURVY2kxWUt1Zl9GZnJUUm5Id3pCSkRyaGlrbFNJMUJWOHF6QWVpQ0ZkZmxMelZqdFpjNzJCdFZTMXljWXIxTHVoNHJmVWVnei1VbjB0amFmWXpmSEF2V3pBSWNFck5ZbHFaWmhGSXFvYWZqUm9xVG1LT3JlS0ZBbnBrMGd4NkMxcGx5bWw4SHlIZ2NIRTZKeTRqNW5FaXEyX3JWUHBTa3FkR0dURy1mSXRTVmE4MExxVmpDakI4enRDUHRjZkNSMQ?oc=5) - **Synopsys announces Ultra Ethernet and UALink IP to power the next-generation of AI datacenters - Tom's Hardware** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMi8wFBVV95cUxNV1dsNVlTeDdiYXVQcE5kdkhubTVvMGM0amhYenhHVmhXSkhPZWtKeVhOTDIxY3JkNmhPR2p5ZWVqeG1WZmVjV2FiLXJxa3FNcWJMNzNod1lNcG5TZmNXOGU5NUk4aDNiMmFNXzFZUU5Oc183c3FKRmdXQmc5VVJ1Y1hkU081b1RLLUV6OFFKUVE5UmNwZVkydS1lVWgxRWc3dU1odGxldG5VMEdDcmVBMklNZWx4bnFUcDZRck9QbkYyOXVQR1YwUzVZUFBPOVhHMnB4dUdLTGVBelllckltcDhaMk45NGpVRmxsZ2pIUmtRSms?oc=5) - **Cisco Nexus One Fabric: Unify Data Center Operations with Open VXLAN/EVPN Standards - Cisco Blogs** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiuAFBVV95cUxOcXJDdFBuWU12akhMM0FWSzRsVDk1ZEZac2x3YVVEdS0wQ3FaY1pDNEMyVHltLTRrbDZJdEFndG1PVG1VUlVQeGMwLXl6dV85d0NocnpTSGV5dTgxdUYzY2dCckxkYzJJX3Vja3dwSFN4OXNOWXo0N0tvNjFGWnRWZ081UGFVZUpucEJ3NVdmU09DUUl6TjhzQ0JBTlNJa091ZzlSVEgweF9wUUY5cWZNVDFXbzhfRmtq?oc=5) - **Scaling end-to-end optical interconnects for AI data centres – TE Connectivity brings innovation to system-level challenges - Fibre Systems** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiwwFBVV95cUxPMS1CcjNGLTVWQ0tBcXl3X3RDUEk4Zi1LTS1HcjJKRHpXWWxqRUxkTkhSMXJVbTljdnBLdngxMFNOYnM0T3RTb0kyNTB4Uk5wY25kZHpDbmJrUzJmYV81NUhFYWlsSHRzSGZuOUQyWWZUWHZ2OXNwSjJ5QmxYdnJZMkJCeldvNXFycGhySFBPRFhhcU5zUC1ETVg3eEZsVmRnX3JxWU93Q1JGSGtsRGY0UEkwY2RQcFRmQllMdFJiNFZFZ00?oc=5) - **Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time - The Next Platform** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiwwFBVV95cUxQUDVhNmxPTjZBcm82bGk4OER3MGFyazN3YlY4VTFBTmRQSEtuNDY2VEJ1dS1TWE84ZFVvLXVuM25WdmpqbU43Vmx4MllhSGZ2MVBNNzI1azV0SWFsRUd3bFh6NmRyM2lNazFXeXZPaXpRb3ZWQWx2UTNJck9iS0l0VnZ2dzExbjhTeWRPN2NINmFtOWlLd0R3WlRJdDNpNDBsOGNfTzVDVVFLXzdGLWhvaXl5RE42Yk9Vd2ZiTXprVEtRVFU?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-15/output-44k-with-ad-with-music.mp3 Thu, 15 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics - Tom's Hardware** (Google News: AI datacenter networking) - [Read more](https://news.google.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?oc=5) - **Scale-up Network Solutions for AI Infrastructure - Marvell Technology** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQeUw5LTVQY3dxei1SREZJdm9IdXZXNDFXelJfU2R5UzFUajQzMHdVXzlsZk9hbW9rUm1IWk5YYTFCYVVSbldKb3RWeVliOENXQ3prVDdsQmFRTlpiMVZTS3BCUm03NlpYcUdqOHhtU1VOWG5ncU9GeGlhUUFhcmt4QTZoeDhkS3dfRzRR?oc=5) - **Co-Packaged Optics Market Report 2026-2036: Product Benchmarking of Spectrum-X, Quantum-X, and Bailly Platforms, Start-Up Innovation Mapping, and Foundry Comparisons - ResearchAndMarkets.com - Business Wire** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi3wJBVV95cUxNcDlMbk8tQ213M2t4UklTRFRWSWR3UHBuNF9UWDZTekxGLTJ5Y0licEwwQTBsUUloZUdwdWhJUkRuWEY0SF9CMnpvT0Fub2o1ckxldVVDMUNVd1NZdHQ4WGhZdTRrRHJPaWh6dkVxNE50YU1hWEd4RWpiSG1vejVXa184RnZ3cW1qTnlzNHZudno3YnhIc1BlN3RRYktCbnJtd1NkQzNfV1g5bTI0VVZueUVQOEozR2hkQnBMaXg0dk80ZU9TZy1xTXYzT2h0YnhORldCSTRwdkJENldKOUlWVzJwVVNrcnVnMk5Bd3RWRUFhMmlvWjhwenY2WmRIbnI2MTlpSi14VTFLLXBRNTFPTWdRbjQ3cFNLVHdSV3ZHTDAzTHFiX215T3gwb0k5czZWbXhxQjJURkg1bVR6LVc2MWpXWjdoeG92N0JIY1ZEZnJ4MGtvOVRBZXFkWnBCUU0?oc=5) - **Broadcom drops the hammer on AI networking with Thor Ultra - Network World** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPTExOMTFORko4ZDdmcko4T2JtczJYMGZkOE9hRWsydHRNOGlTRjJqZVNzM09rS19nd25TampubmNkOWEwWDhGd2F5emhTdGhQSVFxVm5pZGJnVkl3azF5VW44dFpMOENlNnVSS2JjTkVXSGlJR0RjNDhaSkFyZkZwbDdBTWNSTUtXU2d2R285cGhsWnRkSW4yaURWTDE3d2E0MTRlVkNZalhWMjdI?oc=5) - **AI Workloads Are Turning The Data Center Network Into A Combined Memory And Storage Fabric - Semiconductor Engineering** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxPTm5MT0E2aUFnU2ZTUExSTThMM2dlUWprZHRkZ0VjaDlsTkFqZURIcGFncXhEdjJ5SE0yZUxZZm1Ia1FQV1UzNkNxbElVTGxnZ0dkVDh0czlsdlhoWWl6b3U5N25IV2s1RmViNHNoOWNTU0RaaEdsdHdHZWtvNV9xeGFwNS1tZ3h3TmNaZnhhdHlieVhwVjEtTjB1VEZrOWZlTFUyYW5HaXctdk5zZldaQTU3MHRMTTRYdFlR?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-14/output-44k-with-ad-with-music.mp3 Wed, 14 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Nvidia outlines plans for using light for communication between AI GPUs by 2026 — silicon photonics and co-packaged optics may become mandatory for next-gen AI data centers - Tom's Hardware** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMitAJBVV95cUxNd2J4cG9qdWFFNnpDV0JXRi03QllBc2hOdmk0RzRlMFV1d0FBOUl2ZWdhSndOWmNGXy1nTkpvOWRaaGNZQ1lzSENkckJDbGNXM1NBell6b0Vab2hGRldCZnBkUWQwajBSOFJMREZJaXdOSTA3LUUyZ1VKdWdXSFpCVVJWQkxZRWU4Smp6elNYMVlKbXpaaFVKNzFsTFhYdlJLX2VFUnZILVZmRzhRWEh3SUVfbkJFcU10TktITW9XREQwWm9TNi11RFNOZl9qcXRQdEtWendDUGx0dnlKQ1VNN0lyYl81MmpSSS1yQXBnS3hsLVRvaXAwX2pCMEVEaExLdXRpcU1LLWRfaEhLUnNxc2YyYVdkR2lHa2UxanQyU25VM21pci1TNVdoWHdGZWhGS29mXw?oc=5) - **Lightmatter unveils Passage L20 photonic interconnect, announces vClick Optics offering for high-volume CPO manufacturing - Data Center Dynamics** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi9wFBVV95cUxNdmItQVVqUE1RTXFHQ2xaMzFwUXJya2tlS2ZWaFZCTzlUSG9pNThFdENnU0E4ZDZ5WURWTk9LeHZUYVpjclUtZlA3ZlJHV0ZBTGJ5Nl80bTlVcGhwNDZMeWM2Ml9SR0lYNGwyVS1ZZzJPX1h6cHQ4V1ZqV2xQX3lOU1VJaEFRbmxUdmhZdXRPREdXOWFYM3BTZEdESXdvb1ZiN3BDMUNsNzBTVVh5YzVkWXlqS0JDal9aYUtLRmVib3YxOGNCVFFZMTFJUEgwOEVxQldKWnlfNHNiNGRXOXNGbUc2cV90OGVEdkNuQm5nSUhTOXpoc2RN?oc=5) - **Wistron Showcases at 2026 OCP Global Summit - ACROFAN USA** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiXEFVX3lxTFByMTdIRlpQTEtWemVzN1NtU3lMaW4tSWhDRkwzYVhGTlhkN3VvcU5LRFA5bTJrTl9TcUIzNFM5TTRTU1QtWGF4ZjRGTFpmOXdqZ01Lc0xXYkx3ZU00?oc=5) - **QuiX Quantum Shows Off A Photonic Architecture For HPC Datacenters** (The Next Platform) - [Read more](https://www.nextplatform.com/compute/2026/07/07/quix-quantum-shows-off-a-photonic-architecture-for-hpc-datacenters/5267793) - **RAONTECH Expands MicroLED Backplane Technology Into AI Data Center Optics - THE ELEC, Korea Electronics Industry Media** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiZ0FVX3lxTE42MzhPelRMWGFwOVRJcUhaRnZTRnZsWlE3LTZBRTBPMzR3S1Jhd3RSZGhyLVlJcFVkdU8xaVdiVUpjcFA1ZVJ4OTJqazJ6alR1VWIxRGRfSkdvOWNNeDVXMFpVM1hRT0U?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-13/output-44k-with-ad-with-music.mp3 Tue, 13 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **OFC 2026 Summary: How Silicon Photonics, CPO, OCI, and OCS Are Redefining the Physical Boundaries of Data Centers - semivision** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxNOFdVSFhVMGVORXAtbzEyTW0ta0l1aENhWUhhUVctb21sT2NDaGMwVnl6MWJZcVBqdDVuREp6dUZ0aXZtT0RBbnJlWXVMYTU0VjNIMmN3RE1YX1dVaW14SU9sSWxvOHF2SmZjUk5IdUJ6MVRjdWd1bzhEVmRuTlhDeDctbF8xQQ?oc=5) - **Co-Packaged Optics: The Interconnect Backbone for AI Data Centers - Pandaily** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTFBRS1Z0UEctelF2TUs5ZGMtTUVBZ3VKMWNFazdwYWJCQWIzVmZEOWVlS3ZzSVlUSnJnVmFCa1QyZUJXa2V6ZVZVb0dla1kzdDIzbXlZRDBldTFyUzVYMy0wRzdqUEtTUHdtSHZqWm1ZVEY?oc=5) - **RoCE networks for distributed AI training at scale - Engineering at Meta** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPZ3BKcFNfTFdSNE53UVdFSDJCUzF5cWZMdDFnYnRfZ2R5OTFPRTRGZ3drMWMzNHdwYmdmMmthMnc4QlJITDg4RHVKdnpJR0ZXaFpKM3FHQkVzSXZGajZLMDhTb0hjbkZ5dG5qOVFXVXIweGt5cDV6cUowMlY2S2dad1p5MFd1ZGQ3Z0NfcEZJWFFFdW1WTVRXWmtQN0treXMyR1dIZjNiUHU4YmVu?oc=5) - **First Ultra Ethernet, UALink IP ... - eeNews Europe** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTE9aRk5BYUwyTFk0dloyNDlaX25qRS1hTHJJNFpzalJUM1pUMWZXdkwzSXp4SEpfQlV2ZGtpajBCTjdmcmpVdVkyamUwN0t4TVozdVIwX1hObVZxZ1o0ZG1xbHBiekxHTzhUQkx1T0xXRFc?oc=5) - **Corning’s CEO says data center scale-up, scale-out represents a $10B revenue stream - Lightwave Online** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxQOHowblJXS2U1c2g0YnZqa0IwYnFmelpHOUpLNnNUQXRmaGw5YUJIVngxR3BvdFdvSG54NFZ0eUkxRWVMd0g3SDRLLVR1TWk1RDhsSnBKWDU2VnEwQ2YtblIwY1l6dVJ0VS1IenQ2QldsWUxuZTNHQ1R1cWsxU0FobnBjR0VoXzkxRDY3cWx4RENDVFpoV3VGQzFSVDljeUJKNXNvY3BqZFVQNklwN1ktSHFwMzlZZ0Q0Smh6WHN5ZmRZT3VnWTBmNXhXRQ?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-12/output-44k-with-ad-with-music.mp3 Mon, 12 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Ultra Ethernet for Scalable AI Network Deployment - Cisco Blogs** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxQcXhxMi15Unc3Vi03c1VWZVRNb2pYU3lEZnhCdFNlaHNVMEhYR3NtTFd6Q3loTVNuWGc2QXdwMnRoVVFxLTg1RXM5a05NWjJjVzVzZjhSX2RndUp5NDdieEZXdGk0RWlKOC0zWTJRY1NpUmpfUzlQTmYydVZMUE5iandNYmh4NkFOSTdqeA?oc=5) - **Future of AI Networking with Ultra Ethernet Consortium - Nokia** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxQNE1SQzhybDU3RUNmMFA1aGl0Mk1STjRfdkdDUVVlcFNVREl4V3liS29hakZKWnRteDNnWXdpbldMaVRaTUdNcEFwanN4bm9GckFQejB3QVIzekVYUTNCdG9kQkMtVmpVNzJrSlBDYXNlYzdLSmtoWUpOOEJIRExBTVp1VnZja1hMVmdZSnp3LUpIX09OR3JvN3ZGU015anVFRGJKUWZB?oc=5) - **Building Prometheus: How Backend Aggregation Enables Gigawatt-Scale AI Clusters - Engineering at Meta** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMi2AFBVV95cUxPUzY5YlI1LVFNRDVSTjJTUXV3dkkxMklzTkJDcy1iVnpOYW1ZRVBVZnZienpYVlN0NFpBclplUHNfWVNuZFEzMFJ4Rm9HZHhwYWFzME4zWFZ1bFZRV3dCMjVHa0VROUNqR0kwZ1RiOEhVSmxqRm1rNk9kbjhQLXB2OGhpbzhaUWJ3RHdDOC1zN0ItS1NzY2FwSll3QnkxZnlBejdRdDM2X0QzcHJsOE5KYnlpczZsRTItWkNNcUp6VzM1RG4tVjVmbGl0OGg4aVR2UjlkMkREQ04?oc=5) - **Council rejects 80MW data center in northern Italy** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/council-rejects-80mw-data-center-in-northern-italy/) - **Huawei to open-source its UB-Mesh data center-scale interconnect soon, details technical aspects — one interconnect to rule them all is designed to replace everything from PCIe to TCP/IP - Tom's Hardware** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.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?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-11/output-44k-with-ad-with-music.mp3 Sun, 11 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Nokia completes Ultra Ethernet validation of data centre switch products - Telecompaper** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMitgFBVV95cUxPRVk0dURLSE13bVNHYnZORk9GVDkzSTQxN1lULVJEMDhoU3pMNllUcVJmb1F3aVMwVmxWUm0yRVAyMWdNRFFOeXo5NWtqZUhqeHEwYzJYTWIwYV82NUhlVG9LVlJWYUw1eWV1aHRYZFRzZHBPbnZZOXRlZjlhbTJ6Z3ZXTjV2NDBjOHJyXzUyS29HZkpCNHg1cU8xQWhZcmNCVjBLb2dOYVZXSzJTakpGeWpUemc3dw?oc=5) - **AI Fabric Resiliency and Why Network Convergence Matters | NVIDIA Technical Blog - NVIDIA Developer** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxPdmh0ZmRLMDdlTHFBTWlJQ1VqZlZzQ2xOd09rWWlpNlhlaDE1TXFJSDFLclpMdlU1RXhKZE1ZUXJFMkl6R2JzMWhmTGg0WG96Q0NzdEtUWUZxSHA2cGlpNnpMaENUeXpqTHVxWWtPa3NDLU1aNTNGOHd0N3pDZldNVXBWM1FTRERrNVM4RU5fV3ZQNVNTaGc?oc=5) - **Celestial AI Secures $100M Series B Funding to Boost Data Center Tech with Advanced Photonic Fabric - HPCwire** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxON28zUlBJdGFCMEFJZjV6Q045SmYySDltZG1WdVl0bmlVM1kxTHBsRE91MWlJdDM4UXVxZ2lpUm1NRklFTTJqbUxYNER3NmREdDkxZnZPdmgyT2dWLUU2RnpxM29ya2YxTFF2bDZoQ1hzS1BWYW1DOTZHTVloWVFrVENTT3FQZnQtelhkam5DNC1PejU1WWR6bVE2emJCd0JjUVhoSTJCSGVrZ1F5eW5rVGhVa01MY3ZGazhOd2VGWFZvQk80d2RaOWJHdDRyZ2lTSmc?oc=5) - **Data Center Networking Market Report 2025-2031, by Offering, Geo, Tech - MarketsandMarkets** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxQWWR4d21VZlNQVUszeHEyOVlaZ2hkd1pkN25TSElFT0d3cnZqR2VEbld4eDR3TmdjaTBrc2poNk1GNXdIdm80ZEU5M1p1SUZabWdkdXRkZ1R4cm9vTUpSRDNxakFXNTJaLVV3dWR5SkN0VlVmN05JZFBITHNfN1RJWjBVZGFENjl0WGxncmE0ZC1ZZw?oc=5) - **UnicornIQ’s Vera data fact checker for sales and sales chatbots** (Blocks & Files) - [Read more](https://www.blocksandfiles.com/ai-ml/2026/10/09/unicorniqs-vera-data-fact-checker-for-sales-and-sales-chatbots/5302401) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-10/output-44k-with-ad-with-music.mp3 Sat, 10 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **NVIDIA CPO Switches Enter Production as AI Data Centers Embrace Silicon Photonics - remio** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxQV09ZeVI2TUNjTFQxRktVMTJ5cWQtTDVSZmpWTE45T1F4MExwV0N2RTI2UHpKaG9pTEZnMy0wenFzMmJtd2lkUXlEZVgtZi1STlREdURsT2hiTjZDd1dfZ012ck5LamJMeHAxSEIzSnZMU3pVVWhBWDFzaGpzS19DNU1RbGRkV0ktV0drYWdjd2ZuUWZ3SGNZQjUycGFOd0M3dUhxRnFKcmFjdw?oc=5) - **An introduction to rack-scale networking - The Register** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOaGxzM1hmR05BRkNJNmhhWHpRMU9PNTViQjZXWm9qTVdGNk1qYUhhWElzcUlvM0RhVVJTYVJVSHRPcTh2ZVkwUl80V2lVbkFiQkstaUhVc2xtRzZhYU1XaTREeHFLWlRPeUY2WWJ4cElzeEgzSkI3SHJxLWd4VWVtWWVobm42SzlLcUM2UU83X25QalEtV0F1OEx6aS02NTd0UVNlQy0yVQ?oc=5) - **What is co-packaged optics? A solution for surging capacity in AI data center networks - Network World** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi0AFBVV95cUxQdW8xeVNnN2d1aUJqOER3eXJaVHpwa3l3ZEFUdTVQNkJqTGtwNUZkdldiT0VfcVEzR21wOEJ6bURHZmpVN19jQjRILXQ4OWRCTnFPX3BTOWpHMDdKRUEtM05kTjlPZ3E5WVJDNXJKQUJXNUoxTDA3aDhHLWJSckI2Vko2RXpGUkRrSndLRGZFcGk4SklobVQxbktyR00tRlZhb3ZHTkRUeE5HMVhsaVd6RjFYVWRqWVo3MDk3UFQ3V3AyRzhFYWY5eEN1amlGV0Y3?oc=5) - **Broadcom engineer backs ESUN, UEC as open interconnect pivot points - SDxCentral** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMioAFBVV95cUxNZmhFeTFJMmFDN3RNS1ZqRE5ZRkxnSHhWR1A4eWt0NWtRaVUxdE14UEItZnB2RHEtdndsM2N3TlNhTXduZDBYSzFQQmYxOHU5X0FSR3FkcGVDa1NTbU5fVHVkNl9DODgwYmdLSnRqSnRBV3dSbmZwX3lSNnFKV0pEa09odTEyRTk5NlhFOENjYlc4VDlfdldiVW0wTS1NNEpn?oc=5) - **Nvidia GTC 2026 Silicon Photonics Rubin Ultra Chip Launch CPO Data Center Infrastructure and Market Trends - Technetbook** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPRWtWcEROcUljc1ZNd1NDYklaWVdPMWJKbGdRNGcyX3RzS19INElUZUFDQjFMSDRhenl0ZFNPV0Q4UVRXMzRfeDdMcVhsMWhXbFp4U2NaeDEtRTNyS2R1dUJOMXVOV3M1Z203b1c1QXRBYW01REZhUlo4dTRieW11UEtoRm1SNnZG?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-09/output-44k-with-ad-with-music.mp3 Fri, 09 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **What Will It Take To Deploy CPO At Scale? - Semiconductor Engineering** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTE54MUlLbTRFQmpjcGpUVDFRX1gyTFVWLXFTekNreWlpUG9uR1VSN2xJdlRJRUp5bVNZS3VCcnkzeHRBXzNIQ1JSZVo2eGxkOEIyNTRxbXpXV0lwSlpKNF95a19NcUhEVGFJVHVnSjEtdDdFb0ZYVHc0cA?oc=5) - **Nokia’s Latency Reduction Leap for AI Data Centres - Data Centre Magazine** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxPX1Y5Mm0tSWY3eXh4VmFhbjJFdl9FUTZDQWxYZ252bUFRZVNwMWw1OHpvUzl3Q09MMnZVbkhwYVFxWXlzUTFJV3BuR0IzajNWcVZzZzFGYUxROVBEd2liRUlKVHF3OUNGRUFHS3h2RkVMNzM4UnFEVk9Bc0VJZWlERndkeHdVbkZiYmE0MTFB?oc=5) - **Industry insight: photonics to scale AI data centers - Nature** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiX0FVX3lxTE1aSEZwNk1tM0FhUUo2RnotRWo1YXltYk5EYkRmbTBpcFZkd20xN1NhUk1ScXFMNDh4UWNCSWdvZ001eWZwSExPeHlSZFZKMUY0bWw0c2EweW9YdmZZa0Zj?oc=5) - **Protecting uptime in the age of AI: coating considerations for AI data centers** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/opinions/protecting-uptime-in-the-age-of-ai-coating-considerations-for-ai-data-centers/) - **Connectivity Revolution or Evolution Inside Data Centers? - EE Times** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNYkc5TGxjcXh0TGpSQUw2cEpPS21tWm9NMGVkbF9PRWhDa0VHWDNGUWlCTGlvSmwtcThaRDdoOENKNVhxRWktZFh5ZXhVWkd5ZUZMeDZDYVQzNFFmYzNteGw5STlxd3Fab1hGNXUwM2oyaGNSU3BpeFJ0N3NVR25fYTBPMmE0WE51?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-08/output-44k-with-ad-with-music.mp3 Thu, 08 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Light into data: How silicon photonics is powering the AI data center revolution - STMicroelectronics** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiWkFVX3lxTE9WeFVQakJKN2NQV3daTHlLZW9tOFY2QzNTdGY1Y1FERDJZZzBqZkhsamxDVWVrMmQwQmRRWV9acDZFZ0NVdkZFaW9HZDl3czB2bTRJTE5wVENmUQ?oc=5) - **Broadcom takes on Nvidia with Thor Ultra, an open 800G Ethernet chip for AI clusters - TechSpot** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxQZVdaTkk1c0V2akxmNmFaNllCeWhwV19uNi03djRRN0had3JhYVV2Qm5EZHdNdVVYQU5YZ1hpT0Ywc2xrWFluQjdKX3YzNjZQUHhmYmh4dWRFanJuajhwZHdwWE5aRFJEaTk4eUg2ZFpna3BuN3BTQkM0UDlfc0dNU3M3RF83Ym1vWm0xZWpQRkx5bnVPc3BuVQ?oc=5) - **Coherent Stock: A Buy Driven By Robust AI Datacenter Optics Demand (NYSE:COHR) - Seeking Alpha** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxQMnhCTDI5N1AycHhMaENYNzFnb0dnbVMwb1J4MVA4b0hxeFFRdnM2RHQyNmNoUFVkX2UtREtYeS1fc2NvaXRSdmxEamQ2NXg1eW9fZXg4cEluVEdzZldYSlB1MmUweXg0NDA4ZllrcmZSOVJrWkFCYjhBeTRCNUhaZ3Fqc3VWdE50NkxxSEplT29lMnppS1k1UTRPQnVCMDBhampR?oc=5) - **The Future of AI Data Center Networking: CPO, XPO and Optical Innovati - AOI Newsroom** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxQRnpRTERiTkpmMDZNYnh5bjljbE9hTHRqdWZzTkZJVE41eUQ3bEFxRzZIWkJsdjRMbHFuN1BsckkyMm9FUDlzQ2luRHAtakRUNm5qX1dNQ1REdmo2ejFlVVB5VGZBUU5IRmstTlphdHFudy1uSk9ZcFIxZWdtTTFYcFI5RkJEdi1mSXRudjVRYWRKbjB1bk5aUG9mdU1pM3l1STg1R3N5RFdEU1M2Zk5Saw?oc=5) - **MicroVision, Inc. (MVIS) Launches ELSFP Module For AI Data Center CPO - TradingView** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMixgFBVV95cUxPekhFM2dramVJWVZoemZwajZTZlRBblUwRHRrNFpweFV0c3BMcXY5NnJXYXJuTUNiMnpDWWlKZ0k1RXBtNVFpdXNNNXU0OWFVaUx0Uk9GNFZHbmVJUlVXVENMYkh0c3Y5OTBDdUVJSFZGNTF3RTh5X0lTaWxMLV8xLTAxSW1TNXdkckM0c2tRQWZ6T1h6VFB5TUg1cTQ2a3N2ZHZreTQwNl9EcjZTYmE0eTRURGF4VE9YSlVKV2JSc3RlQ2FqTmc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-07/output-44k-with-ad-with-music.mp3 Wed, 07 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Co-Packaged Optics Reaches Power Efficiency Tipping Point - Semiconductor Engineering** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxQNUZxcWxjOV9oZ0x2cWdqa1ZyanNxbGhScXpqQnYwTGlrVEJvSV94aUtkZ0NNanZDcGFmTzNtMWN5VGs0VEFaWlFXcnNfLXZvOGxSSVVtOFJsdHFoT0wzV3drcEdxMm14M016U0UzVS1aQnJkeXRpNHYzM2k3amV6bGdqdzBJWmpBQ1UtaWR5aw?oc=5) - **Co-Packaged Optics Market Growth is Driven by AI - GlobeNewswire** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMitAJBVV95cUxOREpnWWRMd1VfaGQwdEpyWk1fTm1weDJ3UGtTZUVxYUFtYVpuS003cWpfbG9POUh3T09SYUFMdFJoNTRUZEZ3QXhMSGs4NWNrd2xVeFhid1JBMkpvM3BOSDRPZEtmRDlwTTVVTnlyNUdTeTlub3BIbFRSejdudDN6cG5iZjhRRVpTbWw3WnF6bjdxejB6dlJjZ0lBQUIwTFAxWFp6T3NaVHRqdFNuSV9uSmY3N1RkZFpuWnRrRHNsQnNLNXpNcnNseXNicld1ZVI0MzdiOHl3TFQxcWE1M1RXRWpvSUJfeGJidGo1dzRYZWd1Vm1FMXpma3hETlB1c1JZMWFMb0pSSU9wMm44Vk1BQURsSEw1UG1CRnFGUFFTWEdiLUVMMWdQXy0ydjF4Z3dPSmFTVw?oc=5) - **Co-Packaged Copper Extending Its Reach Inside Scale-Up Networks - Marvell Technology** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNLVNJUFkyTFluT3hULWNoNTB2NU1pYkZVOGFkZHNWSWZNcDFUbS1PRk03bjk1bXk5cjJOV2FfUnZmV3lWSlExWFB0bmZMOEVNd1c2elFmUDZjeTNYdUwwQ3Z1Z0t4TjJzS1VGckk4MlJCTVVWN2lYRXFfdnA3Y1JoMzNsN2hIRzVV?oc=5) - **The evolution of AI interconnects - Marvell Technology** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTFBiNlEtRUtmUWl3QW9TMmJmMjZUSkxvZFZWc0lGMmZFNFdVZTY5UzdwcUxkMC1HYVZNcmhIN2ozSmFEbjVwR1puYzdNTzFJU29vdEtxOTNBVFVfMHgwME0tX0Z2VFZEWGF6LVlBRS1sYjh4VFFEdDFz?oc=5) - **Investment firm Forum Markets partners with Edge Node for US compute roll-out** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/investment-firm-forum-markets-partners-with-edge-node-for-us-compute-roll-out/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-06/output-44k-with-ad-with-music.mp3 Tue, 06 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **3 AI Networking Stocks Quietly Dominating Their Niche in August - 24/7 Wall St.** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMirgFBVV95cUxPb01DZTcyMk9uZzBQWGY5ZTEzQlR1Q0tFZV93eVNsRnZycFJuYk5YN21pWHVtRV9fNW5Qc0swRjg5SW54WEYtd2tXSTRzUlhZMmxMVkVIXy1HRjBEd2dBcFU2WTN2RWxKY2IxY3l1YzU0WDZVVlQwczZUZjVRZWwwUXRfcjUyRFdxYVJnbE85RXdheVJ5SmRJXzRUdi1Tb0xPY3NxNnRJWWtLTHVpaEE?oc=5) - **Google unveils Virgo, the scale-out fabric ditching three-layer networks to unify AI accelerators - SDxCentral** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxPNHhxeW5vSnMzR2lKN1ZnQzBGTUlmLW16Y2l4U2t6MGF4N0hMRkd2U2lTbE9FRngzbUVKUlpQVjVjanlxZkFHcmFQdFZlTlJaWElnNTRycFJfc2Q2dC1nNzZTbkM2aGZDNV9nNVBOYkhQRTFsdUZqWVpZcUNXcFVQLWlKOTZ4MFptZVNhejFzNXRnV2ZyLXh0ZUdNOGRnWllscjFPM094ZTlROXVKVmxVcTVQblVGMFlhaC0tX3Q5c3lwNXZQSWw0aQ?oc=5) - **Molex to Acquire Teramount to Expand Co-Packaged Optics Capabilities - citybiz** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPMTdjSUdSSmhFTmhPU1RIdU1fOFdXUldOdzRlRk5kMllYQ3dtREZRMHNwNXFiOWkyajFtTWxia3g0MlBIb2wyQV82WUJpcEJhNkZiaExKUFVTLUhuRlJwS2pETHJSS1ZXek9rMmNTb1JoNHJiQnl0bll4Tk16N05Yb2QwTkY0WVhXOXFjTkVLeXRMMjdTQlhWY0N0UFY2RHdYQlNBN2hRNlhKUVE?oc=5) - **From Co-Packaged Optics to Nanolasers, Photonics Moves Inward - EE Times** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxPdi03TklJZF9JNXhHZjc4MmdVZHpPVjM3YU5RNkQ4WnVuV1JsM3I0eEFCZ2VtMElkcUFhRjdVY1ROQ1Z5V0s1Vy16cWo0UVNtbUpzVnhZY3RMR1pmRlh5bzlRd1I0djY4V1h4UFpSM1FTSmZxVElOTUQ3NTVJQkdjU3dsSDZUNWFCTXVHQ0FR?oc=5) - **Ciena intros pluggable optical engine to boost co-packaged optics adoption - Fierce Network** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxPOWRtM3YyUE1OazJRY0ljNmtlSkF5OWMxUWpEaEM1c1BKbm9lakJzWW9JUG11OUhxLWtKRDc4YW5oa2FkRE04dnB3ZVRaVzZ6U0tVeVlWVFkyUXU5dXFWaGlwNTc1cHV4M0Q4VlRvNGZ6N3U1OHFIY0xkd19ZR3F1Q0RkYVhRVGs1U09DbHcyTjlJeWdNT0oydDFJTkNBOG5YYWFNbVdwT05rM0drY005MWtn?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-05/output-44k-with-ad-with-music.mp3 Mon, 05 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Optics is the next big AI bottleneck. This company could be an underrated beneficiary. - MarketWatch** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMixgFBVV95cUxQUGUzZWFmaXhXMVVEbDFJMTAxTUxFQVZ5M05RbUl6eXR4RlVKNDFHVHEzWkVLQlRvVGlUVzE4RzlIS3pmU3BQRXhtQ0NnNWlTYmxmT0FqOWZvWWprZE45MFYyd2R0bjNhU18yclUtN3J2ZWN4QUxNUEN5VS1GUkdxWV9XMW5YcVUwbzdZVHRHbzZ6QVVoMGc4TlQzV1lhWXhocXR3aERGNXhhSE10NUJ6ZmR3cWpBTGwxTFJjQzJ2Y3Y0VUZJT3c?oc=5) - **When racks outpace the infrastructure: Retrofitting data center power systems for AI-scale densities** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/opinions/when-racks-outpace-the-infrastructure-retrofitting-data-center-power-systems-for-ai-scale-densities/) - **Scale-across: Why the future of distributed AI isn’t in one data center - Cisco Blogs** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxQbUd4RGRXTDV3VGpsUVh1dlFZTXR1V2xBeW9la2NoSUd2RmlnM3JUREhJVmEyUW5IR1Ria20yc2g3NnJxRElIWm9sLWZiYjB4TjhINDZQci1PVkllSUtPT3FYSjFEcmpUd2FvV3hISGNubG1NR05sUTA2T3RESDNSYmMtMzZIbFdBcVk1ZFpfeU02djUwNUNYR3I1alR0dEFEQ2cxZUpqTQ?oc=5) - **What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure - digitimes** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTE1ZaHZoTVJBcVQtenBxU2g2cGpNaGRPYkNHN3lmNU1GdGZXZWJxRXRKYWRXV0thTUZzdnZTSER0V1h2QWxRSmF4UkhTQ1Z4OFZ4QXFQTGtkSmRUaFVwZEphdzh0eU0yRnJaSkNR?oc=5) - **Musk’s Mesh Optical Deal: The Next AI Infrastructure War Will Be Fought With Light - semivision** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMifkFVX3lxTE16R0xaeHhiM21vUml4VnVnRWZ4U2kwQ25PT0xBdjhOZUwzSXU2YndwX3AtZC1mU3pSZUJEZmxlYWw3cF9od0tMT0FSLUFzRk5yLUlqbE5oYlMyc1ItcEFQZzVCQzl0N05KR2VXNWZZQ1lMeUxtWUlVWkFaWmN6Zw?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-04/output-44k-with-ad-with-music.mp3 Sun, 04 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Marvell Expands SiGe Capacity With GlobalFoundries for AI Data Center Optics - konsulteer.com** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxPVXhYb2d5cGhFWFg1SjMtNDc2N3A0TVlVTzRPN0FFRWlyYlQzbnVpTHNjMXJ2eWt4bzhpVWJUOS1yR3ktZVdYUl9hUEJJT1NRTnlaOGt2YU5ySF9JWFI2MVlXU2RXTWpCTFd2Q0doLVZLTjNSOENKdGFXV1pZa2xsN3FzSDVMSlUwTUdCUHhmdk9QQTlTTDZ4Ynd5VjJUZFA3SS03STFKRDRsSDl5X3REQw?oc=5) - **Integrated Optics: Breaking the Bandwidth Bottleneck for Hyperscale AI | Features | Mar 2026 - Photonics Spectra** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNcWRhVUNnVVZ4akxtOFFubFhxQlB6MV9rN2hwMk56dWg2Q2pEanZySmxGYl8zMlQ5YmlVbGNsRzM0X2NMNzFlaEtiUzVueFNwYUQ5NTJFVGl2Wi1YZldOVi1CV3BzVURkeDUxYWp4STJtVl9PTHdsclJKVzAwU2kzVVFBbUtTY21vSGc?oc=5) - **Beyond the Data Center: High-Performance Networks for AI - Cisco Blogs** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxQcEZfRlhoNzJKUzZ3RERrYU5zTy1RR0JsRGJIQWMySDR1b1NmSU9iSnNqSThRUGhiQ1J0bExEWFAyaXRpSXpUR0oxcnM1d0dSRV9mdmpjNUJzYktEZ3VWNU05UThySjlIQ1hwb2xJM3B1aFB3bFVIVlpfY3FYMmc2WFdiV0gyQjRaZ2FBeFEzOVZpU1ZO?oc=5) - **Nokia strengthens leadership in AI-ready data center networks with successful end-to-end Ultra Ethernet test across data center switch family - Nokia** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMigwJBVV95cUxQMzZMeWVZSzFCaWVRdmRvRXZiZVJfSkIwZDY1MlNDbWNPMmxpUGxSRnBHeU8ydWF5ODE5UXFUTmlNQ2dCdFFjUEVGcVdzRWJIM2MzVEZjTDN2VUVfdTBtTzRjZGdfMHdzdFFaWGFBN1ZBQnU2MWhjbnhyU2tmajU2RUllaTk5RVpodzFqcW9rTkVXb1d3azE4Y2tVTktzX3FpcTlBUkt2aDVsSUlmSWMxQ21GR2RVWHVYTTZsaE1NRFk2MElicnRwRjYxT3YyektkY0d6Yi1KRm9zRzlzV0tJTTFqYXpmN0FmV3lwRGlTMldUOFJGVVVpYll5MXhJU3NzeWVV?oc=5) - **AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics - tomshardware.com** (Google News: AI datacenter networking) - [Read more](https://news.google.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?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-03/output-44k-with-ad-with-music.mp3 Sat, 03 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **U.S. funds $300 million to speed AI data centers with GLOBALFOUNDRIES photonics - CHOSUNBIZ - Chosunbiz** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNZy02ZmFyaGl2cjBIclVMZjBJeUUxUUNLTVAwQlloSDhrekg5NC1iTk5za0Y5bHFvUE1JTmpUSjRsNzVRVnViMExGaWhnXzRsYmtuT0VWRmdyYXZ2UzhOeVVXemhFbWd0cUtfOERfbk16YTJfdzhYemV3eEprY05TYzJVMkcxYzBS0gGcAUFVX3lxTE4zZzdjVzNxS3hvYVU1Y3dpVUVEQjBMWlZ1NWpZZ25SbWFkUm9VOHlEbGg5WVFWRGlBN1RZeU5jY05LVE1fbVVsN2I3Z2hwQkZRV2lSeE1uZVdJVVhfM0lydXNnYTh6b21Bbk92Tm9fc0NGNV8yajRiRzJVQkZrQ2hoVkJEY1RHNzhBNWZMN3ZneDRHT05BV19PRlFTVw?oc=5) - **Crusoe files for $4.8bn data center campus in Jayton, Texas** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/crusoe-files-for-48bn-data-center-campus-in-jayton-texas/) - **Co-packaged Optics Grow the Scale-out Switch Pie - LightCounting** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi2AFBVV95cUxOMWx4MXVtVXVwTS1LajBvQlZfdkRFOURXRm95eDhERlJkS1pQMXpIWVFOcXhvMXJUd3ZrMUxmOE81VUdHQk1YdVRYak5pT3NjT3Y2WXI2amZaWDR4OVA1SDhDR2lsQ24zMHhIanhyWFBXNEtkMTYtZ3E0ZWpsWjA1MHBzR25CTHVlc1ZPUGM0QTRHMWwzY1hDNUp1b0h4ZGwxZHJkM2hCRHBDM1V3aThweFJHVjY2YV93N1E5Vzc5TkJsSFZsa1VMakFreHNqb2R2cW9DYlNEd1Q?oc=5) - **Accelerating Ethernet-Native AI Clusters with Intel® Gaudi® 3 AI Accelerators and Cisco Nexus 9000 - Cisco Blogs** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPUlU1djZPMUhaOW9Pa19MTXFWSi04SVE2ZE16SlJqWHZTajhpc3cwQmVBaWlMOVZMR05rVXhlV2E0VURKWkVhVG5KT2VZelFEcGE5amlVTzFpX2VPdzN1RHVfNTRzUmFtY0E1b2RCOWZHMDJJR1ctVDNKNjB4STFHUXZlSW5EbDh5NHpYNFh0V3cyazBMWW45bnRDX2QwYkluOG9RRGtqMEQ2VGcxeE5ibjJvaUx0Z1prSW1jaHhyaWhBaWZWaDV5b2hJNA?oc=5) - **2025 Global AI Data Center Interconnect Trends - TrendForce** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiZkFVX3lxTE1IUC1aY0t6Y1h1b0RNc0k3Unl0ckdULWc0blYtbk9JZXI1MFM5UFFaZ2dQeGx2NHZubTBQUnNqSXB2MHMwVWNVSE85Rzh5Q25UX3ozTWo0RldZX1NYbzdJZWdlTllSdw?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-02/output-44k-with-ad-with-music.mp3 Fri, 02 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Google Bolsters AI Hypercomputer with New TPU Chips, Virgo Interconnect, Speedier Lustre - HPCwire** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxPNE1qTXpoQ3hmWFViZTV5M1hfNWxyTmYyQzBXTk1WanRPWXBwMU10cFpkZGVybURnQTQwMDN5MlU3Q0VkSlQwTzV3THVhUms2YjZ5LUczZ0xkQUp0eG9CTXhSNzhVRDBWcF9qblBrVmNTdEt2WGEzSDBOdUo1MFhEajk5RF92WVM4bHF1cHdDa1g0ekl1cFF4eURyNUJ1QW1TR2k1VVdxYXBTU3J1ek9zY2JOaWVmYmtacDY5SEh6bw?oc=5) - **3 Optical Component Giants in Focus on Massive AI Data Center Growth - The Globe and Mail** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi6AFBVV95cUxObjhnanR0Z2NrT2VGcVhJSEJLZ01CVjVsck5SYjMwdkFZSU9DMC1pQjBnZlF1TjNibER0ckZXd1pMZnhMTlpCR1h1QUVqLW01OWgyQ0pfSk5PRnQ1eV9zM2JPMHk0cUpOalQ3VGMxUWlmQjN6MGJXYThTRjFVVDZxSzREOG9rTTczNVJEd2NialVHZjZsNU13XzBvd0Y3eC1jNVhMSjBlQmY1UkJXbHoxblhTdjdKQ25zM1Nzc3kyVHFNbm8wM3RTOWp4VW03ZmhSZ3FNdXJQMmZrOG05TXhPcWxXc2JQeUw5?oc=5) - **Building Data Center Infrastructure for the AI Revolution - Cisco Blogs** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxNSHJacFRPYTdKUVdRX2lGMW1leHVHdEY2czUtcDlsc0xyZkE0QkxuQWh2R2VEOXBtTVplZTRnQ2tRWmgwT0p0anB0YXVIV1Rva29SQy1pQ2lsdnZzeTJNdDFLNl96N25LcUgzMzBuWThENFIyVDltMzc3TTA4NFFETFNHR0llWjROLThQLU1HWnRHWFEyajJj?oc=5) - **Bringing co-packaged optics to rack-scale AI infrastructure - Electronics360** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxQZUFhcllrMXBVaFhESzZNMC1FZ2RnQ244N0QyZHc2VUJWb2VyZzd2eVczd3JqLUpsaG9qblNsd3ZJemV0NF9FcFpwMURYd04wWjkwUGFtaVk3Ujk2NXhxeGMxSENFcVNVNTVubkptT21TeHdhMHczT2xmSFExekxuVWN0ekUwYVJiQjhSNFV6U1ZBZlpqa0FTUVhUZmpsN1ZhaUU0Z0oxaS01ZVBPMDhjWQ?oc=5) - **From Packets to Light Paths: OCS Reshaping AI Data Center Architecture at OFC 2026 - semivision** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxOWGlsU2dfdnhWUUVSLWhaRGxlRlNoLWpzS2pCMzNkZDNLZWJUWjdqdkJZbGhHTHg2dVo1aTJrdkJZb3Q3ZDdxc080Nk9vNHRQY01NNlNCVnRzZnp3OXBTX3VQWEUwZ0Z5bVN4Ull3V2ItTU5sZjJXb2NkOUppREF3aFBrbWMzQUxzUlE?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-10-01/output-44k-with-ad-with-music.mp3 Thu, 01 Oct 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Multiple AI Scale-Up Options Emerge - Semiconductor Engineering** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMickFVX3lxTE92WUItRWxPdEVXVExjaC01TmlLTDhwbXJrbldmSmQ3RWhqQjNTWm1pWXRjTTFiZy1YMnRud0dySkhMUTl1Zy0wWFJLUlAyTlhCa21GRnJIVTVvb3gyMkkyZThkdVRpREJqYUNhdnhaeDRuZw?oc=5) - **Optimize data center networking for AI workloads - Nokia** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxNUXE3UFFpc25lcjFTa3hMZm1GYjJqNVRlZUEwQUEyTU9uYTB1VkxHcnlna0xLUHhhNHNFTTVkbjRZdDFSNnlhZ2wzT1EtNGFkV0NiTjBmTzY5eVFFRjFlazh4YTVDSlg1MG00RWpNVV9BTzN5YThwbkRMZW5xb2p4SzZB?oc=5) - **The evolution of AI interconnects - marvell.com** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTFBiNlEtRUtmUWl3QW9TMmJmMjZUSkxvZFZWc0lGMmZFNFdVZTY5UzdwcUxkMC1HYVZNcmhIN2ozSmFEbjVwR1puYzdNTzFJU29vdEtxOTNBVFVfMHgwME0tX0Z2VFZEWGF6LVlBRS1sYjh4VFFEdDFz?oc=5) - **Nvidia enlists Arm as NVLink Fusion partner in major AI interconnect coup - SDxCentral** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxPVzRDeDY0RkZSUGxIOGhZZmgtU3Z5ZHNZYzdhc1NWR2l4MzNMdUl1RTVxM1c5NHRGM3VQQ0E0SWMxU19jeVdHSUNtVXZjN252MW5TTnFTQ25ob3ZieFdXYWhfZ2dnNGhMNXNkRkJMYzlIbXZITFBJY1A3UGxqbDVzT2dWTXRaTDRGS0dKTlozblM3UkJFdnJVd0dZdWFselBJWkVxWG8wNG9EZw?oc=5) - **UALink Consortium invites new members to shape open AI interconnect standard - Blocks & Files** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMizAFBVV95cUxOazdiX3BQYmhJTzFZTXZ3TWlEa0RINi02bVNZMFJ0dEZNWTJlZzZsa2NYejVUUDNYMzN5b2ZiOTFDN21TTm9zbThSZk1WRm1HaUFCRF9CcEp5SG16NDFnNzViTVZYS2V4NmNNTEZnUmp6VGhFUzlrSExzRTZuVDRYajNwMmx3elM0X0hWeHZtYmlsTUVfd3J3Q3l6T2Z5ZDdtQktkVUJMcmlTcmw0bnRTNDRUS0RXdGtfc3BKWVR2aHFMaXhqZlJPT28xT18?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-30/output-44k-with-ad-with-music.mp3 Wed, 30 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Beyond the Data Center: High-Performance Networks for AI - Cisco Blogs** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxQcEZfRlhoNzJKUzZ3RERrYU5zTy1RR0JsRGJIQWMySDR1b1NmSU9iSnNqSThRUGhiQ1J0bExEWFAyaXRpSXpUR0oxcnM1d0dSRV9mdmpjNUJzYktEZ3VWNU05UThySjlIQ1hwb2xJM3B1aFB3bFVIVlpfY3FYMmc2WFdiV0gyQjRaZ2FBeFEzOVZpU1ZO?oc=5) - **Top Trends in Networking for AI: Connectivity from AI Clusters to the Edge - Futuriom** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxQb1NmQUp4V3ZJcmltb0ItRWR6TEVOMFhBeFREVklBNElqOE9MNk85UENiSHQ2SUY4TS1qTDdrdWVoR1h3M1VHLXhsOWtoUzZ4V3ZWaWl2NGFUUXprNzJlWVNOczh3dHpDLXdlSWI1emhfSThRMmxYcnVOUFc5TDJpT3hVRzBGTmFYbm12Uk43S2RZbV95SkpoU1EtR0lSV2plaG1FYUtHX2xCZk82eld1WDBNeXptZHQ0X19zZw?oc=5) - **Scale-out Networking | AI Clusters | AI Infrastructure - Broadcom** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxNZldxd05CUXNVendURUxWRnpZMnBOejJaQThWQVpCQmpXREYzWXVObjZzMFRBQ1ZNWVNUU181Uk9WZEltYWZCc0JJbmRlNVJvODBBT1ZKOHptbGlwcHRhNHFLbTVCQ3lpUGZSaUQ1RDF4Q2JqYlEzMHZoNFVJaW84R0lB?oc=5) - **Nokia strengthens leadership in AI-ready data center networks with successful end-to-end Ultra Ethernet test across data center switch family - Nokia** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMigwJBVV95cUxQMzZMeWVZSzFCaWVRdmRvRXZiZVJfSkIwZDY1MlNDbWNPMmxpUGxSRnBHeU8ydWF5ODE5UXFUTmlNQ2dCdFFjUEVGcVdzRWJIM2MzVEZjTDN2VUVfdTBtTzRjZGdfMHdzdFFaWGFBN1ZBQnU2MWhjbnhyU2tmajU2RUllaTk5RVpodzFqcW9rTkVXb1d3azE4Y2tVTktzX3FpcTlBUkt2aDVsSUlmSWMxQ21GR2RVWHVYTTZsaE1NRFk2MElicnRwRjYxT3YyektkY0d6Yi1KRm9zRzlzV0tJTTFqYXpmN0FmV3lwRGlTMldUOFJGVVVpYll5MXhJU3NzeWVV?oc=5) - **AI Data Centers Get a Laser Boost With Optical Networking - IEEE Spectrum** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiY0FVX3lxTFBJRHNrZUhZV0ZYajhpaXhNUVhZRFR2dWhIdmt1NlRkeDdMOEtxSHJKVFJ4TG9oUFd2Q0F3cUVZN2xUbGt1MEpZMmkwLUpjaG9PbEF4WWctSUl3aXFENDZkZE1oWQ?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-29/output-44k-with-ad-with-music.mp3 Tue, 29 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Co-packaged Optics Testing Gets Easier With FormFactor’s Pharos - Quantum Zeitgeist** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTE9IV0RUTk1iWDBnUUJCUHpENUZVNkRHRnUzZ05KaTJtUDl2c0VxRHI2Y0djODhLNWhIQmYwWWg4aGVXYi11aXBVaHVPaE9ydXF1eFNmc3JMM1V6cmN6VUpCbVAtNkdOVXlPcXZQUkJVSTJ5d2Q5Zi1F?oc=5) - **Co-Packaged Optics Module (CPO) Market Growth Driven by AI Data - openPR.com** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxNbnFCZTBFREFsTU8tUFRrVnB3SHhqUmFQM1VZSGJ2WEJtY1NZLUIzcms0Q1lTOXc3U1daYV9tek8zWm1xRFUxWFhZbWJBbG1QWDlIVkpDRVNyTzc0XzhVUUJNRWRacTVJQWlLR2pKWnJ1Y3MzMThyQ1BacGc5MExudkpmczVubXBURzh4TkRlMjN1a2NMX3ZHaWx6emxwdw?oc=5) - **Nvidia bags Oracle and Meta deals in Spectrum Ethernet win - SDxCentral** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxPWmhJUmMzTVlRaTBEZW94VjhzVWR2Zmd0ZV9OZ0ZLNTJ3MEVoOXBkbXhTVThCTUczU2htZW9Lem5OS3RDeHEwdlpLWm5vaWdOanZSMWhSaUhmWnhBZFhiRTBVQzNHOUdqTEttaV9rajZYTjZOcTd1TnVuUThuZTBFZTlZZVRQV0lPaDBNblFtRTZyMUNzT2c?oc=5) - **AI Workloads Are Turning The Data Center Network Into A Combined Memory And Storage Fabric - Semiconductor Engineering** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxPTm5MT0E2aUFnU2ZTUExSTThMM2dlUWprZHRkZ0VjaDlsTkFqZURIcGFncXhEdjJ5SE0yZUxZZm1Ia1FQV1UzNkNxbElVTGxnZ0dkVDh0czlsdlhoWWl6b3U5N25IV2s1RmViNHNoOWNTU0RaaEdsdHdHZWtvNV9xeGFwNS1tZ3h3TmNaZnhhdHlieVhwVjEtTjB1VEZrOWZlTFUyYW5HaXctdk5zZldaQTU3MHRMTTRYdFlR?oc=5) - **What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure - digitimes** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTE1ZaHZoTVJBcVQtenBxU2g2cGpNaGRPYkNHN3lmNU1GdGZXZWJxRXRKYWRXV0thTUZzdnZTSER0V1h2QWxRSmF4UkhTQ1Z4OFZ4QXFQTGtkSmRUaFVwZEphdzh0eU0yRnJaSkNR?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-28/output-44k-with-ad-with-music.mp3 Mon, 28 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **AI Data Center Connectivity Wars: Copper and Optics Not Substitutes, CPO Reshapes Industry Profit Landscape - finance.biggo.com** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiYEFVX3lxTE93WjUyX09LSWpZNVlUaC1hb2xNNk9kMTJjUFJUOEsybEVqUWMyTXN0SnpEdm90QVI2czRyWXE0TzBDQjQzUm1rVUVoS2t3VFlaeFVVQ1Z0dktwcTNVZnR4UQ?oc=5) - **Molex to Acquire Teramount to Expand Co-Packaged Optics Capabilities - citybiz** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPMTdjSUdSSmhFTmhPU1RIdU1fOFdXUldOdzRlRk5kMllYQ3dtREZRMHNwNXFiOWkyajFtTWxia3g0MlBIb2wyQV82WUJpcEJhNkZiaExKUFVTLUhuRlJwS2pETHJSS1ZXek9rMmNTb1JoNHJiQnl0bll4Tk16N05Yb2QwTkY0WVhXOXFjTkVLeXRMMjdTQlhWY0N0UFY2RHdYQlNBN2hRNlhKUVE?oc=5) - **From Co-Packaged Optics to Nanolasers, Photonics Moves Inward - EE Times** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxPdi03TklJZF9JNXhHZjc4MmdVZHpPVjM3YU5RNkQ4WnVuV1JsM3I0eEFCZ2VtMElkcUFhRjdVY1ROQ1Z5V0s1Vy16cWo0UVNtbUpzVnhZY3RMR1pmRlh5bzlRd1I0djY4V1h4UFpSM1FTSmZxVElOTUQ3NTVJQkdjU3dsSDZUNWFCTXVHQ0FR?oc=5) - **Advanced Photonics Enable the Next Generation of AI Data Centers | Features | Mar 2026 - photonics.com** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxQRXhmaFhFb3ZxbTBwNTFrc2EyOHlQWTJ4a1BjUXJ5bmdtTTMtVjJFQ0Q5dDZEQjllWG9QbHRob0ZhRDVOOWVURkMxV1BDamlkZ1EwWUNER0FOaDNwU3djT0Nza0xpRVhBS2NSbkg3ZDl6OFhxU1BxRzdQaEZrQVlHZE5aLS02dXVaZlpBLWJWMi1HQnlP?oc=5) - **Ethernet More Than Doubles Size of InfiniBand as the Leading Fabric for AI Scale-Out Networks in 2025, According to Dell’Oro Group - Dell'Oro Group** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxQUnZ3SVhBTEQ3UGp0SndmVkQ5Y1BONDdSZ3czME9vWF81eG5lcVRUMG5vdVczYVVhNTduZzRiVnNzTFpsTnVoR280Q191RGQ4WmFlRGFRU1A0d1ZaS3ZoLS1LX2x0d2FSZ1hGX0t4R1VPRjRzMmwtOEtmbzRHUDN0b2FsNkdUZWlMR2FKaUkzdjM4bm8weFR2R0lEaVZNZmdIU1JoVzFPendHdkkwMWZheUxhOWpiTUs5R3pDMmVOWTdTT0hvX0U1UnZhUQ?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-27/output-44k-with-ad-with-music.mp3 Sun, 27 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Sivers Semiconductors, O-Net and Enablence Technologies Announce Collaboration on Co-Packaged Optics - TMX Newsfile** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi1wFBVV95cUxNVXJtandaVlZ0dkNaeVMtcjBpZ0JmZnFHeVMta01DYXRaWE1IWTVSTFU4R1NkcWt4TC1RLVlyLXVuRDhHdmFOUEQ0SzJKUWhGRWdRRGNXTG5wWTBHeUhLOGwxZDVDejNTMzZYakFTckFnaV9wTXRPTk4ycWwwNDNhWkpNeVlDdHFBcXk4NVlEdkN3SkpnZF9iMWJOS2ZUNW9PSnBHM1FzU01Qa0Mya0t0b1NzZWJVbTFPQ0VFSHVFS3VuWlJZUjhOeHJGU2RFY2lLbENGc0NOSQ?oc=5) - **The Optical Backbone of AI: Why Coherent and Corning Matter More Than Most Investors Realize - drrobertcastellano.substack.com** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxQcDR1WV9iRUZUVkY1b0pERjBwNUtaV0pmeHpmZV9WVHhYSklmb2R6c05OUFRxYS1CcmRqdnI0Y0Rxb2g1eUg3S1ZlOTRRZmE3aXNsRzljWmxPRWdHeXpYVTFsQl9DU3czRDVZTEZLbVR2eWg0aEM1dHF2Z3NCYnUzakswWDJMOURkSFBIaW5R?oc=5) - **Ultra Ethernet for Scalable AI Network Deployment - Cisco Blogs** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxQcXhxMi15Unc3Vi03c1VWZVRNb2pYU3lEZnhCdFNlaHNVMEhYR3NtTFd6Q3loTVNuWGc2QXdwMnRoVVFxLTg1RXM5a05NWjJjVzVzZjhSX2RndUp5NDdieEZXdGk0RWlKOC0zWTJRY1NpUmpfUzlQTmYydVZMUE5iandNYmh4NkFOSTdqeA?oc=5) - **Ciena makes the case for hyper-rail photonics in data center fiber networks - Fierce Network** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMirwFBVV95cUxPVU0wMzdpaUlmWTIyT0I2OXFWc1JBdGt6X0tETlZSQW1pV3dpNmhNd3NJOS1TTDdoOXlneE0zYjd1YmpLZlY4clU1Q0NYMXljbkVrdzBOaHhDOE1ONVN1NU1tVDMycFdubWxaSEdRWXNFUl9IODRqN0JfQ1JoczQ0ZnEyT1lmQllJdHVuTmc2N2I3dnpTeVZiT18xaDB3dEFKU1pWcjdBeENCQ2VpbXZj?oc=5) - **System-Level Design For 1.6 Tbps Interoperability In AI Data Centers - Semiconductor Engineering** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxNdTVCVUIwY0loYjJTVU5fY0tkQklrTGNTcnNyemxJcG5SSC02VkItLTM4NnU4cERkUHRsYjlxZGdRVDhvSG1wTGhIRm9obGpZWDA4UUVvY0VEN0E4SEhtYWlmZWNsTWFzbFI2N2pyRGVva1M4SjhQUU0weWFXT05fcEdIYU9DM1U5eWR0SWJ6ajZVOS04V3VwX3dlbkhvdw?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-26/output-44k-with-ad-with-music.mp3 Sat, 26 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Nvidia updates data center roadmap with Rosa CPU and stacked Feynman GPUs — optical NVLink, Groq LPUs with NVFP4, and NVLink also on deck - Tom's Hardware** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMijgJBVV95cUxPdVRraWh1ZllwQ2pyR1J3Mml0VExDbzNET3BRYW1SR0I2YmNOQ0c0blZLS252Sm1hXzZBNFZCdllQVEd4LWRDSVJoM0RTdHgyYUprdTM3dkJfbHZYV0tJekRlaFZ5M04xQjhORVdTbFVpa2hTNXVablZyak5LT01yMnN1dXJVZmhOeE9uNFZCeFdqZTdhT2hCOGdsRmlOeFNZekVVcUYyd0VOSUZFaGRMMmhfTllfb0c0akduWmoxNkFPRzdNUHREa1NGY19KbWQ1clh1VXJpM0pfSkRKMXRnVTJrdHZnMEdGeUc0T2E1SWlZc3Y1WmVRbkJzZ0tYam0xdG9MQk5RRzNUMEx2dEE?oc=5) - **Google unveils Virgo, the scale-out fabric ditching three-layer networks to unify AI accelerators - SDxCentral** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxPNHhxeW5vSnMzR2lKN1ZnQzBGTUlmLW16Y2l4U2t6MGF4N0hMRkd2U2lTbE9FRngzbUVKUlpQVjVjanlxZkFHcmFQdFZlTlJaWElnNTRycFJfc2Q2dC1nNzZTbkM2aGZDNV9nNVBOYkhQRTFsdUZqWVpZcUNXcFVQLWlKOTZ4MFptZVNhejFzNXRnV2ZyLXh0ZUdNOGRnWllscjFPM094ZTlROXVKVmxVcTVQblVGMFlhaC0tX3Q5c3lwNXZQSWw0aQ?oc=5) - **Lightmatter unveils Passage L20 photonic interconnect, announces vClick Optics offering for high-volume CPO manufacturing - Data Center Dynamics** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi9wFBVV95cUxNdmItQVVqUE1RTXFHQ2xaMzFwUXJya2tlS2ZWaFZCTzlUSG9pNThFdENnU0E4ZDZ5WURWTk9LeHZUYVpjclUtZlA3ZlJHV0ZBTGJ5Nl80bTlVcGhwNDZMeWM2Ml9SR0lYNGwyVS1ZZzJPX1h6cHQ4V1ZqV2xQX3lOU1VJaEFRbmxUdmhZdXRPREdXOWFYM3BTZEdESXdvb1ZiN3BDMUNsNzBTVVh5YzVkWXlqS0JDal9aYUtLRmVib3YxOGNCVFFZMTFJUEgwOEVxQldKWnlfNHNiNGRXOXNGbUc2cV90OGVEdkNuQm5nSUhTOXpoc2RN?oc=5) - **Thailand set to finalize new data center regulations by mid-October - report** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/thailand-set-to-finalize-new-data-center-regulations-by-mid-october-report/) - **Xscape Photonics Announces $37 Million in New Funding, Launches Eight-Wavelength Laser for AI Data Center Networks - Business Wire** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiggJBVV95cUxPRG9kX3Rjd2MzVEJLTVpPcG5hUE9MV0pqeDNoU0t3RUZsVm5BUG5UQ1JfSno5TEY0d2NSRVRlNnBNbnNtWlR6N2UzeVBNTm9GVWdpQV9tTGFYdmxKTjJaU0kyZFdzTWJOeHplVmJLRDIzNzVYQ3otb28wWWZCTnlsUFVGVmNHZ280dEd0dElOZXZtXzJVRmd5ZmJZdGFEcC1WLUJPMlE3b0FsNUQ2VEt3VTFnQThFN3o5SThfY2RhRTlvalp6MzF1YVJoUDdYSkhpaFFEalE1Tk42UDVmR3ZQYmtXWnp3Q2dfX2ZhbVd2a1VSNkpnTkVwUUNWVEJNdHloN1E?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-25/output-44k-with-ad-with-music.mp3 Fri, 25 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Ayar Labs scales funding to $650M - Lightwave Online** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxPNnBGWHBKSXk4Y2EyUzNVYW5FVGlKSmh5NVkxSU84S2VvZDhsdjBuM3k0V3VXbEQ4a1NTV0Rxbk1YQjhWMVhJeXVOM0k1WHpqLUtTREdXZXVaMlNhck5DeExuNkpfYUV4a01EbHltdXYzNU5GcTdMWlR6WEpJcXdxTENEQWM3dGVzN2Vz?oc=5) - **Optics Still Driving Marvell’s AI Business More Than Custom Chips** (The Next Platform) - [Read more](https://www.nextplatform.com/connect/2026/09/02/optics-still-driving-marvells-ai-business-more-than-custom-chips/5294018) - **With The Carina System, QuiX Pushes Photonic Quantum Computing Forward** (The Next Platform) - [Read more](https://www.nextplatform.com/compute/2026/07/29/with-the-carina-system-quix-pushes-photonic-quantum-computing-forward/5280744) - **Copper Demand Surge in AI Data Centres: Mining Investment Opportunities - Discovery Alert** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMic0FVX3lxTE56cWEtNVJ6XzJOQUgydWZrMWxGa3ZOaWgtdUNJSnM1SERnTHdsZ3BQMDlGUGw4Wl9nT0ltZUVleHptYy14Z3MzVnl4SGhiNHBXTnVaQ2tIT09sM1JjR0NMV0tZclBxWlpJbjBhdXl0bThPbDQ?oc=5) - **Leading Cloud Service, Semiconductor, and System Providers Unite to Form Ultra Ethernet Consortium - linuxfoundation.org** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxQVjZuMVdrandKbzRraVlUNW93UGxhX1M1QVJ1QWgtSnJGVUVhTDZ5UzFucklacU5DYkhsSUt3Mm9pTkQ2Z3ZLbEtEYnc2VU9TV01zUzN4aTQxbUNDT0ptRnJaYVYzUVdYbnJUMUpxblZzUzRiS3JlVVQzY01QNmdNdW52ZEjSAZQBQVVfeXFMTjlFVll4YWZTS1h6LXRqX0ZZdUwyczZsN3hkZnlxNWVZN05rTUVmcEVma19nWGtFSUNLNldKcEtFWF9Qb2VlbldYZFRVb3QxZmhTenNyejkxVkpPcXNpcHgtbHpWRmtqcmVSU0lxQlJpdklUaWhuSG9maE1LcE9JUFg0ZTR6NHRKTjktLWlOWXF2dDhCNg?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-19/output-44k-with-ad-with-music.mp3 Sat, 19 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Why Ethernet Matters for AI Networking - Nokia** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5JMzdfV2gzbTdiZzVFWm1RSmRIdWlRNTNTRzRjZUJ5UjJWVmpVRTdoWDZSWVNkNTZDTElQMHNMYUlNeThEU1JQOF9pWmdoU0ctbXBadDh1NE5hak53OHoyb05PcWIyNmR3d3VEd2Z2bFpZSFZm?oc=5) - **AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics - Tom's Hardware** (Google News: AI datacenter networking) - [Read more](https://news.google.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?oc=5) - **Leading Optical Connectivity Solutions Providers form New Organization to Support Optical Interconnects for AI Data Center Applications - Business Wire** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxQRVU2eTVoVEgtZVB2QU5qMnA5VDZlSVJOTFg3NGtpcFh6QTVIMnVsWlNfbE1HYi1mby1WWEc2d2lNU2ZtVnVWRDh6TEtZNjh4YWtqUEdZbDVEWHJSaURVY2kxWUt1Zl9GZnJUUm5Id3pCSkRyaGlrbFNJMUJWOHF6QWVpQ0ZkZmxMelZqdFpjNzJCdFZTMXljWXIxTHVoNHJmVWVnei1VbjB0amFmWXpmSEF2V3pBSWNFck5ZbHFaWmhGSXFvYWZqUm9xVG1LT3JlS0ZBbnBrMGd4NkMxcGx5bWw4SHlIZ2NIRTZKeTRqNW5FaXEyX3JWUHBTa3FkR0dURy1mSXRTVmE4MExxVmpDakI4enRDUHRjZkNSMQ?oc=5) - **Integrated Optics: Breaking the Bandwidth Bottleneck for Hyperscale AI | Features | Mar 2026 - Photonics Spectra** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNcWRhVUNnVVZ4akxtOFFubFhxQlB6MV9rN2hwMk56dWg2Q2pEanZySmxGYl8zMlQ5YmlVbGNsRzM0X2NMNzFlaEtiUzVueFNwYUQ5NTJFVGl2Wi1YZldOVi1CV3BzVURkeDUxYWp4STJtVl9PTHdsclJKVzAwU2kzVVFBbUtTY21vSGc?oc=5) - **The Battle for AI Data Center Connectivity: Is Copper Out and Fiber In? How Are Supply Chain Profit Distributions Changing in the CPO Era? - 富途牛牛** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxPUVhSWUhuNXEzVllnYmJRUWE4NFF4bVBpckh1V2V0ak9TcDduVVlKRHNpenhjQThWaFhVSW54THBQN1M1RzI4enJMMXR6RWpLLXZWNWo1NnRic0VMZUdvbnhUcllOM0N1REN3NC1yeThlTlpzZUZpYnQzbTBkbllIdUduWVJ4am1FT0ZvTy1VUDlEZ180UkVmdUEyN3pqQQ?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-18/output-44k-with-ad-with-music.mp3 Fri, 18 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Astera Labs Releases Leo 2 CXL Memory Controllers and Leo X Controller for Rackscale Fabric-Attached Memory** (ServeTheHome) - [Read more](https://www.servethehome.com/astera-labs-releases-leo-2-cxl-memory-controllers-and-leo-x-controller-for-rackscale-fabric-attached-memory/) - **Optical Interconnect in AI Data Centers Market size to Reach USD - openPR.com** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxOVk10WGo2N2FROGNPRjl3T3pTWHBNSmVEaEpucFgxWmNtbHlLdUkwT0xMZ09VaUw1SzI2VFJRaU5SU0oydEFtcW5xYzdPR1U3NWFpakpBLWt2U1NkdFA5eU1aVWNrenlBcmZtd1lLTlNSd0dzemNJM3VBQU9xRzltN1JPZVlnN0RaRnFaTXIwN2RRNnF4RFg0S05uYnA5dV96YWc?oc=5) - **Nvidia bags Oracle and Meta deals in Spectrum Ethernet win - SDxCentral** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxPWmhJUmMzTVlRaTBEZW94VjhzVWR2Zmd0ZV9OZ0ZLNTJ3MEVoOXBkbXhTVThCTUczU2htZW9Lem5OS3RDeHEwdlpLWm5vaWdOanZSMWhSaUhmWnhBZFhiRTBVQzNHOUdqTEttaV9rajZYTjZOcTd1TnVuUThuZTBFZTlZZVRQV0lPaDBNblFtRTZyMUNzT2c?oc=5) - **What is co-packaged optics? A solution for surging capacity in AI data center networks - Network World** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi0AFBVV95cUxQdW8xeVNnN2d1aUJqOER3eXJaVHpwa3l3ZEFUdTVQNkJqTGtwNUZkdldiT0VfcVEzR21wOEJ6bURHZmpVN19jQjRILXQ4OWRCTnFPX3BTOWpHMDdKRUEtM05kTjlPZ3E5WVJDNXJKQUJXNUoxTDA3aDhHLWJSckI2Vko2RXpGUkRrSndLRGZFcGk4SklobVQxbktyR00tRlZhb3ZHTkRUeE5HMVhsaVd6RjFYVWRqWVo3MDk3UFQ3V3AyRzhFYWY5eEN1amlGV0Y3?oc=5) - **Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too** (The Next Platform) - [Read more](https://www.nextplatform.com/connect/2025/11/04/arista-modular-switches-revolutionize-ai-network-scalability/1653165) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-17/output-44k-with-ad-with-music.mp3 Thu, 17 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **From Pluggables to Co-Packaged Optics (CPO): The Transition Transforming Network and AI Architecture - I-Connect007** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi3wFBVV95cUxNamZqYVo3b1NMbmJHU3NNVlpyQ1BtNWpZb0RzQzRjSy1nWnhQVmYtSFk0SkF1MlpVdEV1MXhQTWJQd19nQTdYT1Z3M2VsWG5hZnFIMEVTNXFHOWRycFVxR2VLR08yTnRxNlFSU0FDWkU3ZW9hN3p3UUNxZVVtSG8wdk9vNFZUc2RsYUNtZnpSV3lCdEk5UTVUMEplT254T0dTSXM5SjhtaVhUUUJnTWxQWWZ2S2k1RkE4TDBkdmVWNTRISXJHel9hUC1PWXVzaFFjNDJFTHYxNXRSRkJHeFdv?oc=5) - **Top Trends in Networking for AI: Connectivity from AI Clusters to the Edge - Futuriom** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxQb1NmQUp4V3ZJcmltb0ItRWR6TEVOMFhBeFREVklBNElqOE9MNk85UENiSHQ2SUY4TS1qTDdrdWVoR1h3M1VHLXhsOWtoUzZ4V3ZWaWl2NGFUUXprNzJlWVNOczh3dHpDLXdlSWI1emhfSThRMmxYcnVOUFc5TDJpT3hVRzBGTmFYbm12Uk43S2RZbV95SkpoU1EtR0lSV2plaG1FYUtHX2xCZk82eld1WDBNeXptZHQ0X19zZw?oc=5) - **Marvell Joins Ultra Ethernet Consortium to Drive Network Enhancements for AI and Accelerated Computing - Marvell Technology** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxNWXZncHFQVkRzbXN3NTVmT1BJbDF4Mzg4Um5VSXVBRVdjTTFWQklvMVhBT2RmNGFSdlV5eC1WS05FdVlQbVV6NFRybFhqdFY0MmgxbFlTUFE1Yno4T3hXQlVPeEJBVHlSQ3NObmlIbzFHaHVHdk42Uy1wOU8yY2l1d2JFTG4teVFsV3J4Qk1B?oc=5) - **Co-Packaged Optics Market Report 2026-2036: Product Benchmarking of Spectrum-X, Quantum-X, and Bailly Platforms, Start-Up Innovation Mapping, and Foundry Comparisons - ResearchAndMarkets.com - Business Wire** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi3wJBVV95cUxNcDlMbk8tQ213M2t4UklTRFRWSWR3UHBuNF9UWDZTekxGLTJ5Y0licEwwQTBsUUloZUdwdWhJUkRuWEY0SF9CMnpvT0Fub2o1ckxldVVDMUNVd1NZdHQ4WGhZdTRrRHJPaWh6dkVxNE50YU1hWEd4RWpiSG1vejVXa184RnZ3cW1qTnlzNHZudno3YnhIc1BlN3RRYktCbnJtd1NkQzNfV1g5bTI0VVZueUVQOEozR2hkQnBMaXg0dk80ZU9TZy1xTXYzT2h0YnhORldCSTRwdkJENldKOUlWVzJwVVNrcnVnMk5Bd3RWRUFhMmlvWjhwenY2WmRIbnI2MTlpSi14VTFLLXBRNTFPTWdRbjQ3cFNLVHdSV3ZHTDAzTHFiX215T3gwb0k5czZWbXhxQjJURkg1bVR6LVc2MWpXWjdoeG92N0JIY1ZEZnJ4MGtvOVRBZXFkWnBCUU0?oc=5) - **Celestial AI Secures $100M Series B Funding to Boost Data Center Tech with Advanced Photonic Fabric - HPCwire** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxON28zUlBJdGFCMEFJZjV6Q045SmYySDltZG1WdVl0bmlVM1kxTHBsRE91MWlJdDM4UXVxZ2lpUm1NRklFTTJqbUxYNER3NmREdDkxZnZPdmgyT2dWLUU2RnpxM29ya2YxTFF2bDZoQ1hzS1BWYW1DOTZHTVloWVFrVENTT3FQZnQtelhkam5DNC1PejU1WWR6bVE2emJCd0JjUVhoSTJCSGVrZ1F5eW5rVGhVa01MY3ZGazhOd2VGWFZvQk80d2RaOWJHdDRyZ2lTSmc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-16/output-44k-with-ad-with-music.mp3 Wed, 16 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Nvidia Unveils Revolutionary Co-Packaged Optics Technology for AI Data Centers, Quantum-X and Spectrum-X Platforms Set for 2026 Launch - finance.biggo.com** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMigwFBVV95cUxOUjhQRkl5X2IxWXdvS3pfTk44NnZFUGdvUE5QeHYta1VScE56bVh6UXFIQk1XOTJFeHoyUWUzUTRhYVBqY2NEREFlY3FFWEhsbnNTZzA3R0RyZ3owY3JHZUNuUkVqS1dFcm1GX0NURkRHMy0zOXBKVE94bEJVc25RbGZ6NA?oc=5) - **Salience Labs Wants To Scale Up AI With Silicon Photonics Optical Switch** (The Next Platform) - [Read more](https://www.nextplatform.com/connect/2026/07/22/salience-labs-wants-to-scale-up-ai-with-silicon-photonics-optical-switch/5276643) - **More Power To You – And To The Datacenters** (The Next Platform) - [Read more](https://www.nextplatform.com/compute/2026/06/15/more-power-to-you-and-to-the-datacenters/5255892) - **Vantage Data Centers raises $2 billion for North American early-stage portfolio development** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/vantage-data-centers-raises-2-billion-for-north-american-early-stage-portfolio-development/) - **In The Long Run, Nvidia NVSwitch Is The InfiniBand Of Scale Up AI Networks** (The Next Platform) - [Read more](https://www.nextplatform.com/connect/2026/08/31/in-the-long-run-nvidia-nvswitch-is-the-infiniband-of-scale-up-ai-networks/5293474) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-15/output-44k-with-ad-with-music.mp3 Tue, 15 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **Integrated Optics: Breaking the Bandwidth Bottleneck for Hyperscale AI | Features | Mar 2026 - Photonics Spectra** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNcWRhVUNnVVZ4akxtOFFubFhxQlB6MV9rN2hwMk56dWg2Q2pEanZySmxGYl8zMlQ5YmlVbGNsRzM0X2NMNzFlaEtiUzVueFNwYUQ5NTJFVGl2Wi1YZldOVi1CV3BzVURkeDUxYWp4STJtVl9PTHdsclJKVzAwU2kzVVFBbUtTY21vSGc?oc=5) - **Beyond HBM: Samsung Targets the Next AI Battleground with Advanced Packaging and CPO - semivision** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxPSzRaS01SVmp2M0VyYXIxdHQyYWJyTEtKNkZtUTVUbll3Vnp6aTFJQi0yMVMzR2JnbnZUNlZEb1VaOU80eWlGcVljbkhEcnNBNjFraXBLdVVHeU1zbUJZR3hJS2pyQi1JS3p6RnpySmYtQzg0TGQxdkdVNUpwWWpqdFB3?oc=5) - **Nokia Launches AI Networking Lab for AI-Native Data Centers - Techgenyz** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTE1yNzlVOVNQeWR3UVBwUTltMWl3eWloWldYaW1UR09DS0ZRb3pQaE1WUFIwSXI1RUtPRi1LN2Y0ZnNETmZBNjgyOGx0ZUZ4WmFfLThfa0NBdF9HRGs3Skt4eFRVb1ZnMDJEemE0?oc=5) - **Photonic Fabric™ Technology | Enabling optical scale-up networks for accelerated computing - Marvell - Marvell Technology** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiakFVX3lxTE9DLW9uVDdhOTBGek9JSTFwTDYtYXI4bXdTMXFIaEQ2bnU3WlVxTkdIemhkemVia2t0ZHlkTnk3a0lMbjJUaWUtUk5PNUdsSDVFZHFGTXVmcDVwOGxKXzFBUzkzcjYzOEdqX3c?oc=5) - **AI data centers hit a new bottleneck: Optical interconnects - Seeking Alpha** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxPOGpmQ1JTRWNkUHppTTZqWUJjQUU3RFRzZjBGTTFZR2Nrbi1jcmdSOTdHYkdYd2UtYWswbkhkNjcwek5IRjdwOGtMcWpyQzBvRjl4VGFfQjBNOTlxSDBnYk1vdkxhY091bDBQUVhYSzg3VmFxVDJjV0hLMHBmZUcxbUxnLV9wdWNEUDZxQzdBUFNZSFEyTGtSX1dFcUw?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-13/output-44k-with-ad-with-music.mp3 Sun, 13 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, we cover: - **L&T Deploys India’s First 10,000-GPU Unified AI Cluster for Together AI in Chennai - Tech Times** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMixgFBVV95cUxQTE9sb2wwSTdGOUNmelVPYnBBcDZKS1FtbEdSSV9PdjVBeTkxVjM0dHhOem5oTTRGX0hQM3EyRGZLVjh3UGxuU3ZrV21memhWRGd3S0RuUl8yMTNBbFNlaWdEODIxQzE1U0dPbTNvdlh5aTlFNlJ4R0JBVzFJNVR1QndzQ0QyRm1OUHVvaVVKbFoyQTNSNjNUdXRvcldnVXY3cW5ON3FLYXBFS2N0cnNlWU0wc3JZN181ekNrMnJqZmlxendtZVE?oc=5) - **Photonic Packaging Market Size, Share, Trends - marketsandmarkets.com** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxOR2hQN2pyNXo2Qzc1cnJHMFVLUFpOeEs3cE5pUWx6eEpuX3VPQ3dSNEJWU1RjblBGeXVuUVd6U1M0SlNud0JKLUpiTXB3ZE1XbHhxVUVrTTZiZ0JjVmlPYjNNQ1dQNzhIUl9XM0I5SDNETWltcnpYTzVKdGRLMlIyRzBhWUVPTU9kUFYtVktmX0JFZw?oc=5) - **Corning targets $10B ‘inside-the-box’ opportunity with AI-driven optics demand - SDxCentral** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPTzdtVVVEWUtFNFlYc185LWhjanR5cF9KRS1SM2stVWJYTjZaMF91YWl5aHNrWmVlb1d2ZDl2Q0RwVEI0VzJBcm55NkJ5V2NMbDBBVmVLOVpxOXcyWU5jcFo4RlVtMlZLNjRXZlo5TGN0VjRzWU8xQS1nNFdjWEdUT2p4YUJoZ3FKM2ZaMDZ2cXI4NHhFaE9yWVdic3lVWEFmWlpJUTFNQ3FheEI0?oc=5) - **Beyond NVLink: Celestial AI’s Photonic Interconnect Leadership and Capital Strategy in the Trillion-Parameter AI Era - semivision** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMigwFBVV95cUxNS2tnMnVvU0RtVXZQLWJubVdNdDM4b0ZyZnhvQXZUOTc1SThONXpyWC1jSWgzWHZKeUJ1eHhHdlNyX21IT3VjUV85VWV0VDNENDFaY0s0bE9rZmJUR1ViamJrNVJiUEFGU29LZEdpUldrejI5NXZOaDkyUU9RTzFacThNbw?oc=5) - **Marvell: Custom Is The Dark Horse Catalyst (NASDAQ:MRVL) - Seeking Alpha** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNZWRPcG9ydHJUSVdQcUtVSGFQUkl3ZHBIaGk2c1EwTVdpdk9wZDdUb0wyNHdDYzhDeU85cFJ6VFBqYVNfYVlQN1dFWEZYQk5reTA1U25fX0EwVVZ0R0RRZWp1SEFNRXFhTVVLY05MWkhyb0ZvS3JFcHQtU3l4SFkwNU9IREt5NF96Nnc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-12/output-44k-with-ad-with-music.mp3 Sat, 12 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, Skyler covers: - **The Battle for AI Data Center Connectivity: Is Copper Out and Fiber In? How Are Supply Chain Profit Distributions Changing in the CPO Era? - Moomoo** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxNTmNyUHNrWHROWkxGLTgwaTVHbTBzTE5BZTFOZnB2d1d6UTlyc1hpSDd6Y0lvc0pmMGN5QWNKb3VfTzlLZTVvUVNWNk5xRmVubUtmcXVibEVuQjhzT05wendNc0FOSXhjRmllRzNmQUFPNXpxaUtzOHFfaUdBS1p5Ym1ZOHpHcGg1VEd4Qi1sTGtuWlFfZVZXYk54UFJKTlE?oc=5) - **Photonic Chips Are Going Mainstream—First in Data-Center Networking, Then in Compute - Intelligent Living** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTFBUNS1yb3NxM05wVWl4RWJWbzg3c1RZTnZPUkFQYTJRNE5xY21haC1xQk1TSjdqOTd1ZVEwcG1FczBtTDVUZW1teDNaM1BXUE1ab0hIdHVNNE01TzEwOFZ1NmJnbkZ0UUFFNDFtb1ZiN1dIQ0w1RmJQSm9JNA?oc=5) - **Sivers, SemiNex sign $3.4M program for AI data center optics - scanx.trade** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxOdXZTNm51NEhwdDVMdFBBdzV0SlgzNTBNYm1qN1dWTDRaUFBhblh3cFlCRkNJbGxST2xWV2RMdFQxT09uVXpYdDRzY2Iwb0pieFJMeDJ5aDlrVUNHX0RDVUlTTmlZdDFLSURGRUQ2WVRIQTgzc29qSFkyZDRaV3JvME1DQXdHa1gzbDFaX0NqcTZzMG5ybkF5NXdtUlBIOVZYZWFyRjN4MGRrZEpvTFF3LQ?oc=5) - **Broadcom scales up Ethernet with Tomahawk Ultra for low latency HPC and AI - Network World** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxNd0gwZ0dGMXNwVDJhOVlqU3lEOVpnLXRjVHM0NFNPdndMWkczYy16SVBXcTUyNTBlZk15Ni1faFY0eWw5dW5jbFRleE9PSXZjMGlWU2x3OHM0VjJqZ2RuOUdIOVBSNXlKNXc4c0VFSl9VT3lkcHRkREI5eUhRcHF2WUQ1R2loY3pDY1B2SnBPeVJoS1ItWmswU3dkV3BjU3Z3NUVaNVM0SDNMbXRUbEtacnNCX2Z6OXpOQ01UcF9GRUlVUQ?oc=5) - **Scale-across: Why the future of distributed AI isn’t in one data center - Cisco Blogs** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxQbUd4RGRXTDV3VGpsUVh1dlFZTXR1V2xBeW9la2NoSUd2RmlnM3JUREhJVmEyUW5IR1Ria20yc2g3NnJxRElIWm9sLWZiYjB4TjhINDZQci1PVkllSUtPT3FYSjFEcmpUd2FvV3hISGNubG1NR05sUTA2T3RESDNSYmMtMzZIbFdBcVk1ZFpfeU02djUwNUNYR3I1alR0dEFEQ2cxZUpqTQ?oc=5) --- *Line Rate — brought to you by Ada and Zen Semiconductor.* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-11/output-44k-with-ad-with-music.mp3 Fri, 11 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, Skyler covers: - **System-Level Design For 1.6 Tbps Interoperability In AI Data Centers - Semiconductor Engineering** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxNdTVCVUIwY0loYjJTVU5fY0tkQklrTGNTcnNyemxJcG5SSC02VkItLTM4NnU4cERkUHRsYjlxZGdRVDhvSG1wTGhIRm9obGpZWDA4UUVvY0VEN0E4SEhtYWlmZWNsTWFzbFI2N2pyRGVva1M4SjhQUU0weWFXT05fcEdIYU9DM1U5eWR0SWJ6ajZVOS04V3VwX3dlbkhvdw?oc=5) - **Plans for 120MW data center withdrawn in Lombardy, Italy** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/news/plans-for-120mw-data-center-withdrawn-in-lombardy-italy/) - **The Battle for AI Data Center Connectivity: Is Copper Out and Fiber In? How Are Supply Chain Profit Distributions Changing in the CPO Era? - 富途牛牛** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxPUVhSWUhuNXEzVllnYmJRUWE4NFF4bVBpckh1V2V0ak9TcDduVVlKRHNpenhjQThWaFhVSW54THBQN1M1RzI4enJMMXR6RWpLLXZWNWo1NnRic0VMZUdvbnhUcllOM0N1REN3NC1yeThlTlpzZUZpYnQzbTBkbllIdUduWVJ4am1FT0ZvTy1VUDlEZ180UkVmdUEyN3pqQQ?oc=5) - **Synopsys Introduces Ultra Ethernet and UALink IP Solutions for High-Bandwidth AI Accelerator Clusters - StorageReview.com** (Google News: Ultra Ethernet / UALink) - [Read more](https://news.google.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?oc=5) - **DCD Talks: Powering US data center growth beyond the traditional grid with David Bosco, PROPWR** (Data Center Dynamics) - [Read more](https://www.datacenterdynamics.com/en/videos/dcd-talks-powering-us-data-center-growth-beyond-the-traditional-grid-with-david-bosco-propwr/) --- *Line Rate — brought to you by Ada and Zen Semiconductor.* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-10/output-44k-with-ad-with-music.mp3 Thu, 10 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, Skyler covers: - **The evolution of AI interconnects - Marvell Technology** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTFBiNlEtRUtmUWl3QW9TMmJmMjZUSkxvZFZWc0lGMmZFNFdVZTY5UzdwcUxkMC1HYVZNcmhIN2ozSmFEbjVwR1puYzdNTzFJU29vdEtxOTNBVFVfMHgwME0tX0Z2VFZEWGF6LVlBRS1sYjh4VFFEdDFz?oc=5) - **Musk’s Mesh Optical Deal: The Next AI Infrastructure War Will Be Fought With Light - semivision** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMifkFVX3lxTE16R0xaeHhiM21vUml4VnVnRWZ4U2kwQ25PT0xBdjhOZUwzSXU2YndwX3AtZC1mU3pSZUJEZmxlYWw3cF9od0tMT0FSLUFzRk5yLUlqbE5oYlMyc1ItcEFQZzVCQzl0N05KR2VXNWZZQ1lMeUxtWUlVWkFaWmN6Zw?oc=5) - **Building Data Center Infrastructure for the AI Revolution - Cisco Blogs** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxNSHJacFRPYTdKUVdRX2lGMW1leHVHdEY2czUtcDlsc0xyZkE0QkxuQWh2R2VEOXBtTVplZTRnQ2tRWmgwT0p0anB0YXVIV1Rva29SQy1pQ2lsdnZzeTJNdDFLNl96N25LcUgzMzBuWThENFIyVDltMzc3TTA4NFFETFNHR0llWjROLThQLU1HWnRHWFEyajJj?oc=5) - **Ayar Labs and Wiwynn partner for development of co-packaged optical AI infrastructure - Data Center Dynamics** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxOY1owcG5zS3pPdVNHeWViYktRYzQwY0gwbFZKaXhDbnJ5Z0d3dW5ncks2NEJCa28wTnhZcmV0MEJ6NFp2VEpqRFdvaG5HMGZvb0lvWnY5NHFwLUZKYWxsQnlHNVBwaVgwYkpqVk1HQnJiY0xhdTlvd2otSEJHd2JXNXN2dlhQRENvMGNpLUNGX2lPTXROTEVkR3VPRThITHhOTXBZeTl4ZWlXQXBydUFNVjJobl9CM2dOWk14SUxtQ3l0N0JqOTRHaA?oc=5) - **QTS Taps Lumen to Connect the Next Generation of AI Data Centers - Business Wire** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxPa1p4YVN6Q1MzWDFqWWJLVUg4LXhTVmhtSVU1YmI3RUFEYnBZWFh5Nk84akE1UnpfLWJWNDd2Z3RSUF9GcVN5UmprMlpJTUtDMHludUpoYndjYzhmNkRHWGJva3dkMDd2cGJXdTBjbU5QTXgtWHJNLUJnNWk4aFM0eGJ1LXZFZnFEZzFOQU1nUGZWWEdaNVUzcEJjOGY0UTZOUmkzQWRzZHFvRkNkM0E3eWJTYVpDQW1UR2JnOE5R?oc=5) --- *Line Rate — brought to you by Ada and Zen Semiconductor.* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-09/output-44k-with-ad-with-music.mp3 Wed, 09 Sep 2026 12:00:00 +0000 ## Episode Summary In this episode, Skyler covers: - **Co-Packaged Optics Market Report 2026-2036: Product Benchmarking of Spectrum-X, Quantum-X, and Bailly Platforms, Start-Up Innovation Mapping, and Foundry Comparisons - ResearchAndMarkets.com - Business Wire** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMi3wJBVV95cUxNcDlMbk8tQ213M2t4UklTRFRWSWR3UHBuNF9UWDZTekxGLTJ5Y0licEwwQTBsUUloZUdwdWhJUkRuWEY0SF9CMnpvT0Fub2o1ckxldVVDMUNVd1NZdHQ4WGhZdTRrRHJPaWh6dkVxNE50YU1hWEd4RWpiSG1vejVXa184RnZ3cW1qTnlzNHZudno3YnhIc1BlN3RRYktCbnJtd1NkQzNfV1g5bTI0VVZueUVQOEozR2hkQnBMaXg0dk80ZU9TZy1xTXYzT2h0YnhORldCSTRwdkJENldKOUlWVzJwVVNrcnVnMk5Bd3RWRUFhMmlvWjhwenY2WmRIbnI2MTlpSi14VTFLLXBRNTFPTWdRbjQ3cFNLVHdSV3ZHTDAzTHFiX215T3gwb0k5czZWbXhxQjJURkg1bVR6LVc2MWpXWjdoeG92N0JIY1ZEZnJ4MGtvOVRBZXFkWnBCUU0?oc=5) - **OCP Summit 2025: The Open Future of Networking Hardware for AI - Engineering at Meta Blog** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxONkJ5TDA2WnpINGxNLXA1T0pxTVRsMlZUNUJDWG1kM3ExRnRKajM4RmhUazlza3ZhNEdES1JuYjJHTXh4ODAtV1gydkwtdVRLSDRNMzZxSjNHT1IyalI4Y2JMdnk4eWxNM2U4WkJRa0MwNU9VR2ZhSUp3TWpNTGczRDVXM0lGTkxZUGlUOVN6QWJncnZkQ1BvMENTeWJrZW1CaVZCdm1FMWlTSDZ2Ni1jR0c0ZFNLdFhFVXNwRA?oc=5) - **Dell Says AI Will Drive 75 Percent Of Datacenter Demand By 2030** (The Next Platform) - [Read more](https://www.nextplatform.com/compute/2026/09/07/dell-says-ai-will-drive-75-percent-of-datacenter-demand-by-2030/5294882) - **The Last Line of Defense for Copper: The Rise of Co-Packaged Copper (CPC) in AI Data Center Interconnect Architectures - semivision** (Google News: AI datacenter networking) - [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxON0JqTDNzSGJNUzNnT2dFVEhpcnhTQXZuRGZtWnIxd0VZY3JQUUwtV3o5TG51NHZyaVdJTHc1d2RzdVUwQXNhMWVzd2NIbVNHM3NLMDlyaGd0MmxyNUp2N3pxY0pzQmdETXpWdGVmc1RWVlNKTHZoNVZ3bTdGLVljaHRB?oc=5) - **Bringing co-packaged optics to rack-scale AI infrastructure - Electronics360** (Google News: co-packaged optics) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxQZUFhcllrMXBVaFhESzZNMC1FZ2RnQ244N0QyZHc2VUJWb2VyZzd2eVczd3JqLUpsaG9qblNsd3ZJemV0NF9FcFpwMURYd04wWjkwUGFtaVk3Ujk2NXhxeGMxSENFcVNVNTVubkptT21TeHdhMHczT2xmSFExekxuVWN0ekUwYVJiQjhSNFV6U1ZBZlpqa0FTUVhUZmpsN1ZhaUU0Z0oxaS01ZVBPMDhjWQ?oc=5) --- *Line Rate — brought to you by Ada and Zen Semiconductor.* https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/line-rate/2026-09-08/output-44k-with-ad-with-music.mp3 Tue, 08 Sep 2026 12:00:00 +0000